But, by moving fast and scaling quickly, are they at the Too Big to Fail stage already? The attempted board coup makes me think so.
The "house of cards" is outperforming everyone else.
It would have to come out that the slow generation times for GPT-4 are a sweatshop in Egypt tired of typing.
Either that, or something inconceivable like that board coup firing the CEO as a material event triggering code and IP escrow to be released to Microsoft...
PS. “Too big to fail” generally is used to mean a government+economy+sector ecosystem will step in and fund the failed enterprise rather than risk harm to the ecosystem. That's not this. Arguably not Tesla or even Google either. That said, Satya's quote in this filing suggets Microsoft already legally contracted for that eventuality: if this legal entity fails, Microsoft keeps the model online.