M.G. Siegler @mgsiegler.com · 29d Microsoft's latest sort of awkward AI positioning pivot seems to be all about trying to get ahead of customer model diversification and cost desires... spyglass.org/inklings-ama...
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Some mild Meta Llama 4 vibes here? 🦙 spyglass.org/inklings-ama...
w/ the new nvidia chips shipping this fall, msft will be able to support local inference in windows, on laptops/desktops from them & their windows partners. Offering their own LLM (+ supporting open source ones) integrated with other AI tools will only help them grab market share away from cloud AI.