zlacker

>>JimDab+(OP)
Have to give it to Satya. There's a thin possibility that Microsoft would have to write-off its whole $10B (or more?) investment in OpenAI, but that isn't Satya's focus. The focus is on what he can do next. Maybe, recruit the most formidable AI team in the world, removed from the shackles of an awkward non-profit owning a for-profit company? Give enough (cash) incentives and most of OpenAI employees would have no qualms about following Sam and Greg. It will take time for sure, but Microsoft can now capture even a bigger slice of THE FUTURE than it was possible with OpenAI investment.

>>shubha+e4
MS also has its own ML teams and is probably capable of replicating a lot of OpenAI without OpenAI.

Like some googlers have mentioned - aside from GPU requirements, there isn't much else of a moat since a lot of ML ideas are presented and debated relatively freely at NEURIPS, ICML and other places.