How does that view align with Anthropic leasing data centers from others?

I don’t know OpenAI’s infra, but to the extent they are buying GPUs and building data centers with their own money, that sounds like a bad move.

Satya has mismanaged the AI transition in many ways, but one thing he got right is that models are commodities, and the value is in applications that apply them to create user benefit. I agree that any company trying to build a moat with a model is not long for this world.