Because no one knows what the true cost is, especially with how all the money is circular.
For example, Microsoft 365 Copilot. A company might get a significant discount on the price per user for that SKU. What does that translate to? OpenAI is the actual brain behind it. So who ends up getting the money at the end?
OpenAI needs Microsoft's infra for training and market penetration. MS needs something AI to slap onto their products until they develop their own in-house.
Now, whether it's actually necessary or not for an enterprise is a question. There's a lot of FOMO spending. Maybe 5-10% of your workforce are programmers that need great AI. The rest of the admin, finance, other people? TBD.
For example, Microsoft 365 Copilot. A company might get a significant discount on the price per user for that SKU. What does that translate to? OpenAI is the actual brain behind it. So who ends up getting the money at the end?
https://blogs.microsoft.com/blog/2026/04/27/the-next-phase-o...
OpenAI needs Microsoft's infra for training and market penetration. MS needs something AI to slap onto their products until they develop their own in-house.
Now, whether it's actually necessary or not for an enterprise is a question. There's a lot of FOMO spending. Maybe 5-10% of your workforce are programmers that need great AI. The rest of the admin, finance, other people? TBD.