They don't want to run a developer/enterprise ChatGPT platform.
Google cares about Search, Apple about Siri, Meta about VR/Ads. But those three are interesting heavily in their own LLMs which at some point may better OpenAI.
The supply bottlenecks have been around commercializing the ChatGPT product at scale.
But pretraining the underlying model I don't think was on the same order of magnitude, right?
But if Altman has a new venture that takes first mover advantage on a whole different playing field MS could easily get left in the dust.