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MS is not so deep with OpenAI, it's not all black and white, they have signed several distribution deals where Claude drives Copilot [1], since Anthropic and MS are better aligned in the Enterprise market, it makes sense. It also makes sense for MS not to lose ground anywhere at this point and play with the best. Actually, any cash rich company that is not OpenAI or Anthropic wants to be close-by when any of the two needs money. That's the ultimate win they can aspire for right now, get a financial slice of frontier models on one hand while not losing revenue on the other given the existential ordeal AI represents for them.

1. https://www.microsoft.com/en-us/microsoft-365/blog/2026/03/0...

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You make some good points, but this part feels like a wild overreach:

    > torpedoing confidence in LLMs with their search AI summaries
That is some real tin foil hat thinking.
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Straightforward observations of market impact aren’t tin foil :)

Google didn’t launch LLM products despite being a tech leader, and have gotten piles of bad press for their misleading AI search summaries. They know how and why they suck. Google search is a highly popular and market facing service packaging bad summaries as “AI”. Meanwhile LLM searches threaten to disrupt Googles primary cash cow (advertising around search).

Here on HN, on Reddit, and media writ large, a lot of the “AI” failure stories are not about ChatGPT hallucinations, it’s the shockingly wrong search summaries from Google, undermining consumer confidence and breaching trust.

ChatGPT and other LLM providers rarely show conflicting source material side by side with misleading text gen. The number one search provider who leads in some LLM tech does though, routinely, looking incompetent and generating negative “AI” sentiment through repeated failures at mass scale…

So the theory here is either that the best search org in the world filled with geniuses can’t tell they’re pooping on their own product and profitability and aren’t fixing it because they can’t/won’t… … or <tinfoil mode engaged>… Google already makes money and is happy with substandard product and market performance in the cases where it hurts the necessary hype critical to other businesses but not themselves (while also pre-positioning in case LLM search becomes essential).

Win/win/win strategy with a substandard product, versus Google not being aware of what their biggest product is doing.

Googles AI summaries are doing lotsa work to make AI summaries seem terrible. I ascribe profit motives to their actions. Ascribing incompetence seems naive and irreconcilable with their strategic corporate history.

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