It might not seem like the case right now, but I think the real disruption is just about to begin. OpenAI does not have in its DNA to win, they're too short-sighted and reactive. Big techs will have incredible distribution power but a real disruptor must be brewing somewhere unnoticed, for now.
From here on out there is going to be far more media scrutiny on who gets picked as a board member, where they stand on the company's policies, and just how independent they really are. Sam, Greg and even Ilya are off the board altogether. Whoever they can all agree on to fill the remaining seats, Sam is going to have to be a lot more subservient to them to keep the peace.
I think Sam came out the winner. He gets to pick his board. He gets to narrow his employees. If anything, this sets him up for dictatorship. The only other overseers are the investors. In that case, Microsoft came out holding a leash. No MS, means no Sam, which also means employees have no say.
So it is more like MS > Sam > employees. MS+Sam > rest of investors.