I think it's inevitable that the LLM providers will build out more and more of the dev tools around their stack, such as this Azure service. The model providers can offer significantly better products via their direct access to the model weights, and retrieval augmented generation (what's going on here) is one good example. Think of them as AWS but with the world's best EC2 instances. How many of these MLOps / infra companies will be able to outsell OpenAI?<p><a href="https://hua.substack.com/p/openai-is-a-hyperscaler" rel="nofollow noreferrer">https://hua.substack.com/p/openai-is-a-hyperscaler</a>