Interesting that Microsoft is effectively running a portfolio strategy instead of betting on a single lab. Anthropic is already paying off on paper while OpenAI looks much more volatile. That alone suggests the AI race is far less settled than the headlines usually imply, even for the company funding both sides. And now the Chinese Open Weight AI models are coming onto the scene too, offering almost the same quality.

Someone more literal than me, is this ACTUAL revenue they got, or is this the “we sold cloud usage to anthropic, who paid us in the money we gave them as an investment?”

And how long before this guy bursts into the study room wearing a low-cut nurses costume?