The two main points of the article seem to conflict: 1: That models will become commodities and all value will be captured by who owns the interface to the cus

The two main points of the article seem to conflict: 1: That models will become commodities and all value will be captured by who owns the interface to the customer. 2: That it is an "absolutely crazy" deal because after paying ~$250B back to investors, OpenAI will own "100% of whatever was created". If 1 holds true, then it seems to be a good deal for Microsoft. Especially if OpenAI uses their $10B in funding to buy compute power from Azure at market price. Microsoft has a shot at dethroning Google as the world's answer machine and becoming the world's AI datacenter. Running the world's answer machine is a $150B/year business for Google. Being the world's AI datacenter is probably going to become a $100B/year business too.