Then, Ilya would apologize publicly for "making a huge mistake" and, after some period, would join Microsoft as well, effectively robbing OpenAI from everything of value. The motive? Unlocking the full financial potential of ChatGPT, which was until then locked down by the non-profit nature of its owner.
Of course, in this context, the $10 billion deal between Microsoft and OpenAI is part of the scheme, especially the part where Microsoft has full rights over ChatGPT IP, so that they can just fork the whole codebase and take it from there, leaving OpenAI in the dust.
But no, that's not possible.
My theory of what happened is identical to yours, and is frankly one of the only theories that makes any sense. Everything else points to these people being mentally ill and irrational, and their success technically and monetarily does not point to that. It would be absurd to think they clown-showed themselves into billions of dollars.