OpenAI was already in bed with MSFT when they started working on Codex/Copilot together a year or so back. So the synergies were already there when OpenAI needed to scale up ChatGPT for the masses using Azure infra

I think apple made a choice a while back to yield software engineering workflows outside Swift to Microsoft.

I had expected Apple to produce its own version of GitHub, but the space is apparently too messy.

The earliest value of open AI is similarly messy. Lots of press about how to jailbreak or trick the thing. Bad answers or questions about legality of what the models produce.

None of that comes anywhere near where apple can use its strengths. It just opens new surfaces that require expertise the company doesn’t have.

According to MSFT [1], its a "multiyear, multibillion dollar investment", not an acquisition. Do they have an exclusivity deal?

[1] - https://blogs.microsoft.com/blog/2023/01/23/microsoftandopen...