Really good Stratechery article today about how AI fits in the various big tech company stacks. On Microsoft:

Then, one month later, OpenAI nearly imploded and Microsoft had to face the reality that it is exceptionally risky to pin your strategy on integrating with a partner you don’t control; much of the company’s rhetoric — including the Nadella quote I opened this Article with — and actions since then has been focused on abstracting models away…

How models improve may also affect Apple’s on-device strategy. Having the best models assumes some level of modularity, in the cloud, for now.