I can see how its easy to get confused in this area but there are indeed large checks gettign written for using services like OpenAI or Anthropic. You are real

I can see how its easy to get confused in this area but there are indeed large checks gettign written for using services like OpenAI or Anthropic. You are really conflating too many things at once. 1) Yes, big tech is having a hard time monetizing their bespoke AI tooling within their own ecosystem. 2) Yes, big tech has made investments in the AI space where they are providing a portion of that funding as credits to use in their cloud offerings. 3) Here is where you are incorrect though. Companies are writing large checks for the raw compute/access to AI models. It is true across the spectrum of Azure OpenAI, OpenAI directly, AWS Bedrock etc, there are a lot of companies both big and small using these services heavily. To think otherwise is naive.