Exactly. I'm curious about how much of this was planned vs emergent. I doubt it was all planned: it would take an extraordinary mind to foresee all the possible twists.
Equally, it's not entirely unpredictable. MS is the easiest to read: their moves to date have been really clear in wanting to be the primary commercial beneficiary of OAI's work.
OAI itself is less transpararent from the outside. There's a tension between the "humanity first" mantra that drove its inception, and the increasingly "commercial exploitation first" line that Altman was evidently driving.
As things stand, the outcome is pretty clear: if the choice was between humanity and commercial gain, the latter appears to have won.
From our outsider, uninformed perspective, yes. But if you know more sometimes these things become completely plannable.
I'm not saying this is the actual explanation because it probably isn't. But suppose OpenAI was facing bankruptcy, but they weren't telling anyone and nobody external knew. This allows more complicated planning for various contingencies by the people that know because they know they can exclude a lot of possibilities from their planning, meaning it's a simpler situation for them than meets the (external) eye.
Perhaps ironically, the more complicated these gyrations become, the more convinced I become there's probably a simple explanation. But it's one that is being hidden, and people don't generally hide things for no reason. I don't know what it is. I don't even know what category of thing it is. I haven't even been closely following the HN coverage, honestly. But it's probably unflattering to somebody.
(Included in that relatively simple explanation would be some sort of coup attempt that has subsequently failed. Those things happen. I'm not saying whatever plan is being enacted is going off without a hitch. I'm just saying there may well be an internal explanation that is still much simpler than the external gyrations would suggest.)
How far along were they on GPT-5?