Ambient Advantage

Ambient Advantage — April 28, 2026


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Microsoft and OpenAI dismantled their Azure exclusivity deal, freeing OpenAI to sell on any cloud. This episode also covers Google's $40B Anthropic bet, DeepSeek V4 on Huawei chips, China blocking Meta's Manus acquisition, and why Snap's AI-driven layoffs signal what's next for every boardroom.

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Ambient AdvantageBy Chiel Hendriks