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What Snowflake’s deal with OpenAI tells us about the enterprise AI race; plus, GrubHub's new fee policy

Feb 2, 2026
A big corporate AI deal with OpenAI signals a trend of enterprises signing multiple multi-year AI partnerships. The conversation compares similar deals and why companies choose overlapping model providers for different tasks. Also covered is Grubhub's move to waive delivery and service fees on orders over $50 to spur customer growth.
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INSIGHT

Enterprises Embrace Multiple AI Partners

  • Enterprises will sign multi-year deals with multiple AI providers to give choice and leverage model strengths.
  • This suggests enterprise AI will host several winners with overlapping customers rather than a single monopoly.
INSIGHT

Snowflake Shows Multi-Model Strategy

  • Snowflake's deals with OpenAI and Anthropic let customers access different models atop their existing data.
  • Companies like ServiceNow are deliberately signing with multiple labs so employees can choose the best model per task.
ADVICE

Let Users Choose The Right Model

  • Give customers and employees the option to pick models based on task-specific strengths.
  • Offer multiple integrated models rather than betting everything on a single provider.
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