Their main value add was Sam's network, which is probably why they were able to raise so much money, close the deal with Microsoft and get a ton of YC companies to sign on early on.
Now that they're so well established and intertwined with Microsoft Sam's personal network is not as important.
That's just a technical perspective, but when it comes to developing advanced artificial intelligence industries, technology doesn't determine everything.
Even an investor with deep pockets like Microsoft would be shocked by such a sudden action by the board of directors,and Microsoft will treat its money more carefully.I don't think Microsoft can pretend nothing happened.
Now that they're so well established and intertwined with Microsoft Sam's personal network is not as important.