The OpenAI meltdown…Winners & losers in the battle for AI supremacy

Conventional wisdom says Microsoft Corp. is the big winner in the recent OpenAI saga. We don’t quite see it that way.Both Microsoft and OpenAI are in a worse position today than last Thursday, prior to the firing of OpenAI Chief Executive Sam Altman and the ongoing public drama that ensued. Microsoft and OpenAI had a huge lead in market momentum, artificial intelligence adoption and feature acceleration, and were setting the narrative in AI.Our discussions with customers and industry insiders...