zlacker

>>himara+(OP)
The only power MS has is soft power as a backer. Will that win over the board's actual power? If MS pulls investment it will be a catastrophic blow.

>>cedws+d3
That's actually hard power. MS is in a position to destroy OpenAI

>>bossyT+bi
Any other FAANG would happily fill that position if MS drops the ball.

>>alecco+6j
Bingo. Compute is fungible.

It would be ironic if everyone killed OpenAI by denying them compute though.

Still, OpenAI is a peacock feather in Microsoft’s cap. They’re either bluffing, foolish, or prescient to let it go.

>>sillys+Km
Not at this magnitude. If you read the latest Semianalysis article, Microsoft’s current infra project is the largest infra project currently being undertaken by humankind (not sure if that’s overstatement, but regardless, $50B largely and competently directed towards (Open)AI-supporting hardware isn’t something easily replicable)

>>purple+AE
Apple is sitting on $162B in cash right now and would definitely benefit from OpenAI's IP.