Microsoft and OpenAI Rewrite Their Deal, GitHub Copilot Goes Usage-Based, ASI Evolve
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In this episode, we discuss Microsoft and OpenAI's amended partnership that ends exclusivity and opens OpenAI models to AWS Bedrock, Google Cloud, and Oracle, while preserving Microsoft's IP rights through 2032. We break down GitHub Copilot's shift to usage-based billing with new GitHub AI Credits, token-based pricing, and Copilot code review consuming Actions minutes on private repos. We also cover ASI Evolve, an agentic AI research framework that reportedly discovered 105 state-of-the-art linear attention architectures, improved MMLU by over 18 points, and outperformed GRPO on AIME24 and AMC32 math benchmarks. Featuring reactions from Amazon CEO Andy Jassy and Wedbush analyst Dan Ives on what the OpenAI deal means for its IPO path and the broader cloud AI landscape. https://www.aiconvocast.com Help support the podcast by using our affiliate links: Eleven Labs: https://try.elevenlabs.io/ibl30sgkibkv Disclaimer: This podcast is an independent production and is not affiliated with, endorsed by, or sponsored by Microsoft, OpenAI, GitHub, Amazon, Google, Oracle, Anthropic, or any other entities mentioned unless explicitly mentioned. The content provided is for educational and entertainment purposes only and does not constitute professional, financial, or legal advice. Affiliate links may earn the podcast a commission at no additional cost to you.
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