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And I repeat - MSFT is up over 50% since investing $10B in OpenAI. That happened this year. This is the most important thing on their plate. Of the slate of $1

• jacquesm 3y ago
  Yes, and they just got for the bargain basement price of 13 billion a 90 billion bonus. They come out smelling like roses already and it can only get better, not worse for them going forward.
  • brandall10 3y ago
    Not necessarily. There will be a period of uncertainty/instability that competitors can emerge and capitalize on. Say the whole crew comes along, it could still be several months and maybe all sorts of legal wrangling making things difficult. But more likely there will be splintering that will benefit Google, Anthropic, Meta, Apple, esp. if comp is there, and that could be catastrophic. I read this whole situation as putting pressure on OpenAI to come to their senses and quick.
    • jacquesm 3y ago
      > I read this whole situation as putting pressure on OpenAI to come to their senses and quick. That we are in violent agreement on, the board should negotiate to be allowed to flee indemnified for the fall-out of their action. But if they do not OpenAI is done for, Anthropic has already indicated they are not going to be there to pick up the pieces, and Google and Meta will try to poach as many employees as they can by being 'not Microsoft' (which has a fair chance of working). So there is damage, but it isn't over yet and for the moment Microsoft looks as though they hold the most and the most valuable cards already. After all they already have 49%. Another 2% as a suing-for-peace pacifier and they're as good as kings.