OpenAI Declares “AGI Era” With Astra Launch. Anthropic’s Fable 5.1 More Than Doubled Its Predecessor’s Science Score. MSFT and AMZN Both Win, but One Has A Slight Edge
On September 3, OpenAI President Greg Brockman declared Astra, the latest release from OpenAI, as the start of the AGI era. The benchmark results showed Astra scoring 64.6% on Terminal-Bench Science 0.1, outperforming Anthropic's Claude Fable 5.1 at 52.6% and GPT-5.6 Sol at 22.4%. Anthropic confirmed the same score for Fable 5.1, describing it as a significant leap over its previous version.
Microsoft and Amazon both invested in and integrated the labs' models into their cloud services. Microsoft signed a deal with OpenAI for a nonexclusive license to OpenAI models and products through 2032 and will invest up to $5 billion in Anthropic. Azure saw a 43% growth in the June quarter, while Microsoft 365 Copilot reached 30 million paid seats.
Amazon committed to $30 billion of Azure capacity and $5 billion in Anthropic investment, with a potential $20 billion more if milestones are met. Amazon also bought $50 billion in OpenAI infrastructure and will use AWS for model distribution. In conclusion, both Microsoft and Amazon have substantial investments in and exposure to the two AI labs, but Microsoft has more opportunities to monetize the frontier AI after the models leave the data center.
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