To be honest I hate takes like yours, where people think that acknowledging a mistake (even a giant mistake) is a sign of weakness. A bigger sign of weakness in my opinion is people who commit to a shitty idea just because they said it first, despite all evidence to the contrary.
I also feel, that they can patch relationships, Satya may be upset now but will he continue to be upset on Monday?
It needs to play out more before we know, I think. They need to pitch their plan to outside stakeholders now
I also suspect they could very well secure this kind of agreement from another company that would be happy to play ball for access to OpenAI tech. Perhaps Amazon for instance, who’s AI attempts since Alexa have been lackluster