推特：https://x.com/victalk6886 Telegram :victalk2021 #clawdbot #aivideo #ai agent #ai 私人助理 #moltbook #人工智能社交平台 #ai雇佣人类 #seedance #simplclaw #agentwars #GLM-5 #elys #perplexityai #moonlake #banban2 #stitch ...

Core Viewpoint - Microsoft's reliance on OpenAI for future revenue is becoming a source of anxiety due to the concentration of its remaining performance obligations (RPO) tied to OpenAI contracts, which constitutes about 45% of its backlog [1][2]. Group 1: Remaining Performance Obligation (RPO) - RPO, or remaining performance obligation, represents the backlog revenue Microsoft expects to recognize from already signed contracts [1]. - The concentration of RPO tied to OpenAI raises concerns as the AI landscape evolves, particularly with the potential for model commoditization and competition from rivals like Amazon [2]. Group 2: Competitive Landscape - Investors are questioning the durability of demand for OpenAI's services if its compute spending shifts or is shared with competitors [3]. - The focus in the AI race is shifting from model development to product offerings, with competitors like Anthropic gaining attention for their innovative approaches [3]. - OpenAI's upcoming model, GPT-6, expected in the second quarter, may help restore its competitive narrative, but Microsoft may not benefit as significantly as it has in the past [4].

Big tech seems to be deepening its bet on open AI as Nvidia, Microsoft, and Amazon may be in talks to invest in a new funding round for the company. Our dear DBosa has more in today's tech check. Morning D. >> Hey, good morning Carl.So, the money lining up behind OpenAI. It tells you something. Some of the biggest players in tech, they're betting that Open AAI can take back the narrative of the next model cycle.an OpenAI comeback after Code Red, months of sliding down the technical benchmarks, rising pressu ...