Microsoft had just finished its Ignite event (along with Github Octoverse), which went extremely well and further solidified the narrative of market leadership by MSFT.
AWS had just launched a pretty underwhelming “make your own GPT” app called PartyRock, indicating continued struggles to play catch up in the GenAI space. This news barely got any traction on media, though it’s unclear AWS itself took PartyRock seriously or not.
In short, just 10 days before AWS re:invent 2023, somehow OpenAI’s board managed to self-inflict FUD with its employees, investors, and partners, as well as the broader AI community.
This post is NOT about speculating what happened and why, but thinking through how OpenAI’s competitors will react. After all, after OpenAI’s dev day, it made plenty of frenemies across the LLM stack by indicating its desire to expand beyond just LLMs and ChatGPT.
The question is, can GCP and AWS - the 2 of Anthropic's largest investors and parters - capitalize on this fiasco and play catch up? Both GCP and AWS have plenty of ways to tweak its messaging and prep its sales meetings to try to capitalize on the uncertainties around OpenAI’s future.