Hosts: Carlos Mendez & Suki Nakamura

In this episode:

• Today we're covering OpenAI's breakup with Microsoft, the massive retail revolt against card fees, and why your AI shopping assistant might need a cha...

• Carlos, this OpenAI-AWS partnership is absolutely seismic. After years of Microsoft having exclusive cloud rights to OpenAI's models, enterprises can ...

• Let's examine the data here. Microsoft paid billions for that exclusivity, and it drove Azure's AI revenue up 40% year-over-year. Now AWS, which alrea...

• Think about what this means for retailers specifically. Many were locked out of OpenAI's best models because they weren't Azure customers. Now they ca...

• The numbers reveal something interesting though. AWS is pricing these models 15% below Azure's rates, which suggests they're willing to take a margin ...

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