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Agreed on the strategy questions. It's interesting to tie back to IBM; my first reaction was that openai has more consumer connectivity than IBM did in the desktop era, but I'm not sure that's true. I guess what is true is that IBM passed over the "IBM Compatible" -> "MS DOS Compatible" business quite quickly in the mid 80s; seemingly overnight we had the death of all minicomputer companies and the rise of PC desktop…
The new pricing tier suggests they're taking the Jobs approach - betting that their technology integration and reliability will justify premium positioning. But they face more intense commoditization pressure than either IBM or Apple did, given the rapid advancement of open-source models. The critical question is timing - if they wait too long to establish their enterprise position, they risk being overtaken by commo…
Agreed on enterprise - Microsoft would have to roll out policies and integration with their core products at a pace faster than they usually do (Azure AD for example still pales in comparison to legacy AD feature wise - I am continually amazed they do not priorities this more)