What Access to Future OpenAI Models Means For Microsoft

When you are covering Microsoft, one assumes you have to model in this relationship with open API, both the financial exposure but the technology exposure as well. Yeah. What did you hear then and what do you make of it.Yeah. So first of all, congratulations on breaking that news story. So that's incremental development.And we actually published our note later yesterday and we didn't cover the detail reporting that you guys did. So that certainly is a wrinkle, but it does not change the overall thesis. Our ...