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Wednesday 27 November 2024 16:57:55 GMT
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Microsoft just triggered the biggest AI power shift the world has ever seen. Thursday morning, the news broke that Anthropic, the company behind Claude, is in talks to rent servers powered by Microsoft's own Maia chips. Microsoft stock jumped on the news. Read that again. For three years Microsoft and OpenAI were the most powerful partnership in AI. Microsoft poured $13 billion into OpenAI. OpenAI ran on Microsoft's cloud. That marriage is ending right in front of us. OpenAI hit an infrastructure ceiling. Anthropic went multi-cloud, Amazon, Google, and now Microsoft. Microsoft chose to own the silicon instead of depending on one model provider. Here's the bigger story. Computational power is the new oil. The companies that own the chips, the data centers, the energy, the cooling, those are the ones that own the next decade. Everyone else rents from them. Watch the parallel in crypto. The people who own the mining infrastructure capture the rewards. In AI, the people who own the compute capture the value. The rails are consolidating into a few hands. Microsoft, Nvidia, Amazon, Google, and a handful of others. Your model provider is renting from a chip provider that's renting from an energy provider. Every layer takes a cut. The smart play is not to compete with the giants. The smart play is to build on top, capture the customer relationship, and stay nimble enough to switch vendors when the terms shift. I've been using Claude to run my altcoin trading frameworks, the risk management, everything. What used to take me four hours of research I now do in 30 minutes. Follow for the next breakdown
Microsoft just triggered the biggest AI power shift the world has ever seen. Thursday morning, the news broke that Anthropic, the company behind Claude, is in talks to rent servers powered by Microsoft's own Maia chips. Microsoft stock jumped on the news. Read that again. For three years Microsoft and OpenAI were the most powerful partnership in AI. Microsoft poured $13 billion into OpenAI. OpenAI ran on Microsoft's cloud. That marriage is ending right in front of us. OpenAI hit an infrastructure ceiling. Anthropic went multi-cloud, Amazon, Google, and now Microsoft. Microsoft chose to own the silicon instead of depending on one model provider. Here's the bigger story. Computational power is the new oil. The companies that own the chips, the data centers, the energy, the cooling, those are the ones that own the next decade. Everyone else rents from them. Watch the parallel in crypto. The people who own the mining infrastructure capture the rewards. In AI, the people who own the compute capture the value. The rails are consolidating into a few hands. Microsoft, Nvidia, Amazon, Google, and a handful of others. Your model provider is renting from a chip provider that's renting from an energy provider. Every layer takes a cut. The smart play is not to compete with the giants. The smart play is to build on top, capture the customer relationship, and stay nimble enough to switch vendors when the terms shift. I've been using Claude to run my altcoin trading frameworks, the risk management, everything. What used to take me four hours of research I now do in 30 minutes. Follow for the next breakdown

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