Azure
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Gemini 3, Winners and Losers, Integration and the Enterprise
Gemini 3 is out, and looks to be state of the art. What does that mean for everyone else in the AI space, and what markets might Google win?
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Microsoft Earnings, CoreAI/MantleAI, Additional Notes
Microsoft declares independence from OpenAI and sketches out its future role building scaffolding for AI. Plus, Windows is tiny now.
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Microsoft Earnings, Microsoft’s Core Capability, Amazon Earnings
Microsoft and Amazon are approaching AI differently, in ways that reflect their core capabilities.
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Stargate, The End of Microsoft and OpenAI
OpenAI’s Stargate announcement and revised deal with Microsoft mark the end of the relevant portion of their partnership.
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Microsoft Earnings; Microsoft and OpenAI, Again; GitHub Copilot Adds Gemini and Claude
Microsoft’s latest earnings call is the clearest indication yet that the relationship between Microsoft and OpenAI is at best misaligned, and at worst on life support.
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Microsoft Earnings, Copilot and CapEx, Pichai on Risk
Microsoft’s earnings were all about the long-term risk of the AI buildout and the importance of building AI-driven products.
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Google Earnings, Microsoft Earnings
Google’s earnings were inscrutable, which doesn’t inspire confidence; then Microsoft’s earnings looked incredible, but it’s important to trace where the AI growth is coming from.