cloud

3 briefs

power 2026-04-27

OpenAI and Microsoft End Exclusivity: The Most Consequential Divorce in Tech Has No Villain

Microsoft loses its exclusive lock on OpenAI's models. OpenAI caps what it owes Microsoft in revenue share. Both companies call it a win. One of them is lying to itself.

power 2026-04-24

Google Just Paid $40 Billion for a Competitor It Also Supplies

The largest single AI investment in history is also a structural contradiction: Google is now both Anthropic's landlord and its rival.

power 2026-04-21

Anthropic Is Paying Amazon $100 Billion to Not Run Out of Computers

The $5 billion headline understates what actually happened: Anthropic has pledged its entire infrastructure future to AWS for a decade in exchange for being allowed to keep growing.