The Nuances of Cursor’s Gross Margin; Comparing GPT-5.5 and Claude Mythos
The Information
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Generative AI
Before we get to today’s column, we’ve got an update in tech’s favorite relationship: OpenAI and Microsoft. As a result of a revision to their deal, Microsoft Azure no longer has exclusive rights to sell OpenAI models and that Microsoft no longer has to share 20% of the revenue it makes from selling OpenAI models on Azure with OpenAI. Both could be significant concessions and it’s hard to immediately gauge which side is giving up in this deal.