Jaeden Schaefer

Microsoft's a massive company.

They have millions and millions of users on their products and their copilot is used by millions of people every day.

You know, if they're like, look, if it's good enough for us, it is definitely good enough for other AI companies.

I think as of this week, they started inviting internal developers and some academic researchers or some frontier AI labs to experiment with it and experiment with their software development kit.

And I think that's kind of just basically showing that Microsoft is putting out the groundwork for Maya to become a first-class compute option within Microsoft Azure, their cloud platform.

And they're going to do this alongside GPUs and other accelerators.

So if this is successful, it's going to give a lot of different customers that they have more flexibility in how they run AI workloads.

It's going to give Microsoft a lot more control over one of like, this is really one of the most strategic kind of important layers of the AI stack.

They're not going to have to rely on their competitors to give this to them.

And so I think all of that together, it's going to be less about winning some sort of benchmark war with the Maya 200.

And it's going to be more about kind of this long term leverage as the inference workloads continue to scale, and the margins are getting tighter.

And so if you want to own the silicone beneath all the software, I think that is going to prove to be one of the most

you know, one of the best advantages in the next phase of the AI race.

So I think Microsoft is really well positioned for that into the future.

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