On the margin, I think the only real possible win here is for a competitor to poach some of the OpenAI talent that may be somewhat reluctant to join Microsoft. Even if Sam'sAI operates with "full freedom" as a subsidiary, I think, given a choice, some of the talent would prefer to join some alternative tech megacorp.
I don't know that Google is as attractive as it once was and likely neither is Meta. But for others like Anthropic now is a great time to be extending offers.