Microsoft vs OpenAI, Meta's AI agents, foreign robot ban
Good morning. It’s Thursday, July 30. Satya Nadella spent Microsoft’s earnings call telling Wall Street not to trust any single AI model, including the ones from OpenAI and Anthropic that Microsoft itself helped fund, while pitching Microsoft’s own homegrown alternative.
Today we are covering:
* Microsoft CEO Satya Nadella pitches Microsoft’s own MAI models as a hedge against relying on OpenAI or Anthropic, after a $90 billion quarter
* Meta CEO Mark Zuckerberg says billions of people will have a personal AI agent within five years, even as Meta stock falls on weak guidance
* The US bans…
The skinny
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