Eventually being maybe 5+ years to build out the cloud tech to do so. The reason GPT-4 succeeded is massive RDMA+GPU compute clusters for training the model.
Microsoft already signed that deal with OpenAI, they can't break contract even if they did want to take an absolutely massive bet that the venture capital CEO and President can rebuild the technical infrastructure and acumen housed at OpenAI. OpenAI can replace Sam Altman and some of his newer hires, they probably can't replace Ilya Sutskever.
Microsoft could unilaterally term the OpenAI agreement and let OpenAI fight them in court due to this substantial and material event. If OpenAI doesn’t have the cash on hand to survive the legal fight, the non profit dies eventually when they exhaust their resources.
OpenAI only had resources because of Microsoft, and they bit the hand that feeds them.
That's true. It would be a pretty huge bet to invest billions more dollars in an uncertain startup when they already have an AI provider that is guaranteed to be significantly technologically ahead of whatever Sam can pull together for at least several years in the future.
They'd bring to the table having been CEO and CTO of OpenAI. That's a lot of relevant knowledge and experience (the latter being the more important in this case).
Join them up with Amodei again and.. going wild on speculation and fiction.. they fall back to Elon and Grok and it turns out it was his play all along?