It's totally reasonable to take both bets. It's unclear that the company betting 100B wouldn't also be the company making the 1 MM bet. If you're MSFT - you do

It's totally reasonable to take both bets. It's unclear that the company betting 100B wouldn't also be the company making the 1 MM bet. If you're MSFT - you don't care who wins as long as you have cost competitive rights to embed the AI in all of your products - earlier than others.