Microsoft is getting tougher on the competition it has been working with until recently

Microsoft is looking to make a more assertive move in the artificial intelligence market. According to Bloomberg, the company's management presented a strategy to the sales team in an internal meeting to emphasize the advantages of Microsoft's solutions compared to competitors such as OpenAI, Google and Anthropic when talking to customers.

This strategy is not unusual in itself, as companies often train sales teams to benchmark their products against those of their competitors. But what's more interesting is that Microsoft is now directly challenging companies whose AI models it recently used in its own products.

In recent months, there have been reports that Microsoft is gradually reducing its reliance on OpenAI and Anthropic models. According to recent reports, it has already started replacing their models with its own solutions in some key applications, such as Word and Excel, with cost reduction being a major reason.

This marks a significant change in the relationship between Microsoft and OpenAI. The two companies have been close partners for many years – Microsoft invested billions of dollars in OpenAI and provided computing infrastructure in exchange for exclusive access to its models. In April of this year, the partnership was slightly modified, giving OpenAI the ability to offer its models to other cloud service providers.

Analysts believe that Microsoft's new sales strategy is intended to bolster investor confidence, who are increasingly watching the company's high investments in AI development. By proving that its models are powerful and competitive enough, the company wants to justify billions in investments and show that it can succeed in the long term with its own solutions.