It would be interesting to know revenue attribution for both Open AI’s API business and Azure’s AI services. I would expect more tech savvy businesses to directly use Open AI apis unless they hit the Product market fit and are looking to Scale up their services. At that time, Seamless integration will be the key and Cloud providers will see a meteoric rise in their AI service revenues as more & more business enterprises ( usually less Tech savvy ), of all sizes from small to fortune 100, starts integrating these LLMs in their BAUs
It would be interesting to know revenue attribution for both Open AI’s API business and Azure’s AI services. I would expect more tech savvy businesses to directly use Open AI apis unless they hit the Product market fit and are looking to Scale up their services. At that time, Seamless integration will be the key and Cloud providers will see a meteoric rise in their AI service revenues as more & more business enterprises ( usually less Tech savvy ), of all sizes from small to fortune 100, starts integrating these LLMs in their BAUs