I am still surprised that outside of open source AI models, Microsoft is just routing to external models, to a degree its kind of smart because they don't have to have all the skin in the game for the infrastructure, plus they sell some of the hosting anyway, but man. Why does Microsoft not have a frontier model yet? Would have been a great time any time in the last few years to introduce a real Cortana AI model.
They explicitly said they were ceding the frontier model game to others, and that they were content saying a few months behind the state of the art. In the long run, this is an interesting freeloader play that a few people are making. https://www.cnbc.com/2025/04/04/microsoft-ai-chief-sees-bene...
I will say this in the most charitable terms I can. Microsoft simply does not have it in their culture to compete with something like this. Their prime days are over. They are slowly becoming IBM.
They were completely correct to not compete in foundation models. They would have no chance. I mean, they can't even make a decent app or harness to use the other models!
