Strategic ramifications of the Meta / Microsoft and LLaMA2 / Azure Collab

Meta has announced they will be partnering with Microsoft to offer their new open source large language model LLaMA2 inside the Azure cloud service. As I have discussed in other videos, open source models are probably the viable lane for companies that feel the need to own and control their own LLM and the first LLaMA attracted a lot of attention and has produced many descendant models. It may be true that inclusion of LLaMA2 inside Azure solves a lot of problems for these organizations and I think this story may be an interesting signpost in the broader corporate artificial intelligence adoption story.

There were a lot of startups looking to solve these problems and they may have a problem themselves now... This partnership also resembles a common story in past antri-trust criticism of Big Tech as well and could be important for these reasons if the Department of Justice grows teeth at some point in the future.