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Microsoft diversifies AI with Anthropic deal
ALSO : AI app Oboe makes learning courses easy
Geoffrey NICHIL
September 10, 2025
News of the day
1. Microsoft is integrating Anthropic's AI into Office 365, reducing its sole reliance on OpenAI. This strategic move is driven by Anthropic's model performance, particularly for presentations, and signals a broader industry trend towards AI diversification.→ Read more
2. Anchor's co-founders launch Oboe, an AI app for creating personalized learning courses. It uses prompts to generate content in various formats, making education accessible. → Read more
3. AI training startup Mercor is reportedly seeking a $10B+ valuation, up from $8B, with a $450M run rate and profitability. The company connects AI labs with domain experts and is expanding into reinforcement learning infrastructure. → Read more
4. Melania Trump launches an AI initiative for children's education, focusing on innovation and future readiness. The program encourages student projects and explores AI's role in personalized learning. → Read more
Our take
Hi Dotikers!
Will Copilot finally work? 😁
Microsoft is about to plug Anthropic’s models into Office 365, alongside OpenAI’s. According to several media reports, the deal would cover Word, Excel, Outlook, and PowerPoint, with access paid through AWS, Amazon’s cloud. A clear sign that Microsoft wants to reduce supplier risk and pick the best model for each task ; not just rely on the historic partner (especially since, well… it doesn’t always work).
Betting on a single model has become untenable in a market that shifts every quarter, month, even day. Reported internal evaluations indicate that Claude Sonnet 4 outperforms OpenAI in certain use cases; for instance, producing more polished presentations or automating financial tasks in Excel. If performance is the priority, a multi-model strategy is inevitable, even if it means paying a direct competitor for infrastructure. Yes, Microsoft would be paying AWS to power Office. Pragmatism wins out.
The context only reinforces this shift. OpenAI is gradually moving away from Azure, preparing its own chips with Broadcom for 2026, and exploring applications that put it in direct competition with LinkedIn through a jobs platform. Both moves mechanically reduce OpenAI’s dependence on Microsoft and point to a more transactional relationship ahead. Meanwhile, Redmond is developing its own in-house models, MAI-1-preview and MAI-Voice-1. What’s emerging is an AI supply chain where every player keeps a plan B and C.
What we hope for… a more modular Copilot experience—and, in the short term, no announced price hike. The best practice is no longer to “choose an LLM,” but to orchestrate several models depending on use case, latency, cost, and compliance. Internal audits, evaluation suites, skill-based routing, and logging are becoming the new hygiene factors. When Microsoft buys AI from its biggest rival to inject into Office, it’s proof the season of technological monogamy is over 😉
G.
Meme of the day
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