During Microsoft Build, the marketing team dropped this not-AI-generated pre-recorded chat between Satya and Elon, putting Azure's strategy to host everything (including OpenAI competitors) on full display. SpaceX already has that Azure partnership, but this Grok deal seems to be new territory: a Musk company actually using a major cloud provider for core AI model hosting and training, not just their Oracle Cloud stuff or their own metal.
The chat starts with Satya mentioning Elon's Microsoft intern days whereupon Elon pretends to be nostalgic: "I actually started before Windows with DOS.. I had 128k in the beginning and then it doubled to 256k, which felt like a lot [when programming] video games in DOS and then later in Windows. Remember Windows 3.1?"
Then they get to the meat - Grok on Azure. Elon's pitch for Grok 3.5 smells a bit like promising Tesla FSD years ago but is still fascinating: "[Grok] is trying to reason from first principles... apply the tools of physics to thinking." He's basically saying they're building AI that thinks like a physicist - boil everything down to axioms, then build up from there. The safety angle? "My ultimate conclusion is the old maxim that honesty is the best policy."
Somewhat surprising was Elon stressing how Grok needs to be grounded in reality: "It's incredibly important for an AI model to be grounded in reality... I have a saying .. physics is the law and everything else is a recommendation." He's already using it for customer service at SpaceX and Tesla - "The AI is infinitely patient and friendly."
They wrap up with Elon begging for developer feedback: "I can't emphasize enough that we're looking for feedback from you, the developer audience. Tell us what you want and we'll make it happen."
The whole thing reads like Microsoft courting the xAI ecosystem while Elon gets another distribution channel. Interesting times.