It’s so perfect it feels orchestrated. Can’t wait for the Michael Lewis book and Aaron Sorkin film on this!
Microsoft essentially acquired the best parts of OpenAI for $0
- 2 of the original founders (Sam & Greg), now unshackled & probably with a lot more skin in the game.
- A significant amount of OpenAI staff will follow Sam & Greg to the new org, some of the best people in the world.
- Access to OpenAI’s existing IP due to current agreement, making it easy for this org to instantly catch up to OpenAI.
- The only people left at OpenAI are decel safetyists, whom msft don’t want anyways.
Sam & Greg will basically get a blank check to shoot for the moon. Microsoft is already planning >$50B of infra spend over the next few years.
Somehow, Satya managed to extract an outcome that actually leaves Microsoft in a BETTER position vs last week. I’m more bullish on Microsoft than ever. What a legendary run.