207 | Breaking Analysis | The OpenAI meltdown…Winners & losers in the battle for AI supremacy

Episode 207

Conventional wisdom says Microsoft is the big winner in the recent OpenAI saga. We don’t quite see it that way. Both Microsoft and OpenAI are in a worse position today than they were last Thursday, prior to the firing of OpenAI CEO Sam Altman and the ongoing public drama that ensues. Microsoft and OpenAI had a huge lead in market momentum, AI adoption and feature acceleration and were setting the narrative in AI.