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mmuscyesterday at 7:16 PM1 replyview on HN

Makes sense Microsoft is placing it self as a model host and os providing open weight models for much cheaper on their infra already.

No wonder openai and anthropic are terrified


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thewebguydyesterday at 7:30 PM

Makes sense for Microsoft. Copilot is already capable of being model agnostic (both GH Copilot, obviously, and M365 as well). They're an enterprise software & services company, they want to sell integrated AI tooling in their stack, powered by whatever models their customers want rather than any specific model.

Models are quickly becoming a dumb pipe, like an ISP. Just a commodity. The labs should rightfully be terrified, eventually the value isn't going to come from the model itself but the tools & integrations built on top. Non-tech businesses and non-tech employees don't want to buy API access to a model, they want to buy off the shelf software with its capabilities packaged up into a pretty, easy to use GUI.

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