AI Lab Power Rankings
The AI Daily Brief: Artificial Intelligence News and Analysis
Nathaniel Whittemore
4.7 • 762 Ratings
🗓️ 29 April 2026
⏱️ 25 minutes
🧾️ Download transcript
Summary
NLW introduces the first AI Lab Power Rankings, comparing OpenAI, Anthropic, Google, Microsoft, Amazon, Meta, xAI, and Apple across compute, enterprise, platforms, models, momentum, and X-factor. The episode explores who looks strongest on paper, who has the most real-world momentum, and why the agent era likely has room for multiple winners. In the headlines: Microsoft and OpenAI amend their partnership, OpenAI comes to AWS, Amazon launches Quick, Claude adds new connectors, and Wall Street reacts to outdated OpenAI growth data.
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Transcript
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| 0:00.0 | Today on the AI Daily Brief, find out who both me and AI think are the leading AI labs in our first ever AI lab power rankings. |
| 0:09.5 | And before that in the headlines, some big updates to the Microsoft OpenAI partnership. |
| 0:15.7 | The AI Daily Brief is a daily podcast and video about the most important news and discussions in AI. |
| 0:22.1 | All right, friends, quick announcements before we dive in. |
| 0:24.8 | First of all, thank you to our sponsors, KPMG, Blitzy, Granola, and Mercury. |
| 0:29.7 | To get an ad-free version of the show, go to patreon.com slash AI Daily Brief, or you can |
| 0:33.7 | subscribe and Apple Podcasts. To learn more about sponsoring the show or really find out anything else about the show, head on over to A.iDailybrief.aI.i. One of the things you could find access to there is play.aidilybrief.aI., which is where we put all the companion experiences for this show, including the place where you can build your own AI Lab power rankings. And you can also find links for things to our extension programs like our free |
| 0:54.6 | self-paced program, Agent OS, which is just launched and now has multiple thousands of you |
| 0:59.7 | building agentic operating systems. Again, you can find all of that on AIDailybrief.aI. |
| 1:05.8 | On Monday, OpenAI and Microsoft announced that they've signed an amended agreement that unwinds some fairly |
| 1:11.6 | big parts of their long-term partnership. Microsoft will continue to be OpenAI's primary cloud |
| 1:17.2 | partner, but they will no longer be their exclusive cloud partner. That clears the way for OpenAI |
| 1:22.1 | to serve any of their products on AWS through their new partnership with Amazon. Microsoft will |
| 1:26.8 | continue to hold a license to OpenAI's |
| 1:28.6 | IP and models through 2032, but that license is also now non-exclusive. Models must be released |
| 1:34.5 | first on Azure, but we have no information on how long that exclusivity window is. In exchange for |
| 1:40.1 | opening the partnership, Microsoft will no longer pay a Rev Share to Open AI for serving their |
| 1:44.4 | models. OpenAI will continue to pay a Rev share to Microsoft through 2030 at the same percentage |
| 1:49.4 | and subject to the same total cap. This revenue share has been previously reported at 20% |
| 1:53.7 | of total OpenAI revenue, and the cap is understood to be some multiple of Microsoft's early |
| 1:57.6 | $13 billion investment. Microsoft will retain their shares and continue being a |
| 2:01.4 | 27% shareholder in the company. Maybe biggest of all, certainly from Microsoft's perspective, |
... |
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