“@OpenAi’s entanglement with @Microsoft is becoming more of a liability”, says @dee_bosa while talking about @Google’s acqui-hire from @Windsurf_AI for $2.4 billion jeopardizing $3 billion acquisition of Windsurf by @OpenAI. “The path to scale isn’t M&A, it’s talent poaching and license deals. That means the companies building the models and the ones that have the infrastructure to train them are structurally advantaged.”, she added. Another (2:23 mm:ss) TechCheck segment from @dee_bosa. Link: @furrier @jonfortt @dvellante @MarshaCollier @DivesTech @AkwyZ @rwang0 @RealStrech @rneelmani