00:00I think it remains a critically important partnership for Microsoft.
00:04We bet on each other, but it's not as exclusive as it was, say, a few years ago.
00:12OpenAI uses our compute.
00:14They train models in our data centers, but they work with other companies as well.
00:18We critically rely on OpenAI's frontier models.
00:22They are among the best.
00:24In many days, they are the best in the world.
00:27But we have a relationship with Anthropic.
00:30We use open source models.
00:31We're developing our own models.
00:33So on both sides, we work with more partners.
00:37But I think the partnership between the two of us remains an imperative.
00:42It's a huge priority for us at Microsoft.
00:44The question is why.
00:45Is it a hedge?
00:46Is it a strategic pivot?
00:48How would you describe that move looking at alternative partners?
00:52Well, look, if you want to think about the partnership between OpenAI and Microsoft,
00:57all you have to do is ask one question.
00:59Would any of this generative AI sector even exist if the two of us had not come together?
01:07OpenAI created something that no one else even understood was possible when they launched
01:14ChatGPT.
01:15And OpenAI could never have created that without Microsoft's compute and really frontier data centers
01:23on which to train that.
01:25We built something special.
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