Microsoft and OpenAI broke up — now they’re ready to fight
TL;DR
At Microsoft's annual Build conference on Tuesday, the company announced a slew of new or expanded AI initiatives, including a super app, in-house reasoning models, a cybersecurity tool, and OpenClaw-esque AI agents. All this news added up to a clear message: Microsoft is positioned to be one of the biggest players in AI, and it's finally acting like it. For years, Microsoft's AI business leaned hard on its early and exclusive partnership with OpenAI.
Nauti's Take
Good news for users: more rivalry between Microsoft and OpenAI means more in-house models, agents and tools — and potentially better pricing. The catch: anyone investing deeply in one stack today risks being caught between the lines of this power struggle, especially while Microsoft is still OpenAI's cloud partner for now.
Nauti's advice: spread your dependencies and keep exit options open.
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