That's neither Microsoft nor Anthropic design. It's from their acquisition of Inflection AI. Even Copilot mobile app design is basically what was Inflection's design
I've always wondered where Consumer CoPilot's design language was from.
If you watch the Build keynote with Satya, you'll notice that the design of the slides changed to Serif typography and warmer colors when Mustafa/Microsoft AI segment came on which was completely different from the rest of the keynote. Now it makes sense!
The AWS pricing page says 10% more than OpenAI, which is probably because they’re forcing all inference through the US and data residency is at a 10% premium from the model vendors for whatever reason (because you’ll pay for it).
If they put in a global endpoint like with Claude (or OpenAI directly) then it’ll probably match the direct pricing, if the pattern holds.
> whoever spent $600 on Anthropic last night, great job leveraging Al!
But to the person who spent $23 on Uber Eats please remember our limit for food is $20 per meal
It also restricted Microsoft from "partnering" with anyone else. Wouldn't be surprised if we see another news like Amazon, Alphabet investing in Anthropic.
AFAICT they are just hedging their bets left and right still. Also feels like they are winning in the sense that despite pretty much all those products being roughly equivalent... they are still running on their cloud, Azure. So even though they seem unable to capture IP anymore, they are still managing to get paid for managing the infrastructure.
Yeah my bad, I was misremembering, it was about investing in others and pursuing its own "AGI" efforts. But even those conditions were updated over the last two years, hence the small investment in Anthropic last year.
I think it was a lot less restrictive, as far as I understood, the only limit was Microsoft not being allowed to launch competing Microsoft-developed LLMs.
It seems that the old deal was exclusivity to MSFT with revenue share, and now no exclusivity, no revenue share.
Bear in mind that MSFT have rights to OpenAI IP (as well as owning ~30% of them). The only reason they were giving revenue share was in return for exclusivity.
This is a really common way to structure exclusivity; we did the same thing whenever customers requested it (and we couldn’t get rid of it entirely). Charge for the exclusivity explicitly.
If they wanted named exclusivity rather than general exclusivity, we would charge a somewhat smaller amount for each competitor they wanted exclusivity from. They could give up exclusivity at any time.
That was precisely how we structured our deal with Azure, back in 2014-2016 or so.
Azure was the only non-OpenAI provider that was allowed to provide OpenAI models. The comparison here is with Anthropic whose models are on both GCP and AWS (and technically also Azure though I think that might just be billing passthrough to Anthropic).
I suppose continue to host until the 2030/32 that they have access to but not share revenues when they use those models for their products like the bazillions of Copilots.
That's the last round they raised at. They had other offers from VCs at ~850B they rejected. Seems like may have been in works since that last round was being raised and just finished paperwork?
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