[kristjansson]

So MSFT put $10bn into OpenAI, presumably at least in part on the strength of sama’s leadership. But if the stories are to be believed, a huge chunk of that investment was in Azure credits, and investment into new Azure GPU DCs/clusters for OAI to spend those credits on.

If MSFT doesn’t like this move, why wouldn’t they just … not honor those credits? Or grant more to a successor entity? Does OAI have its own warehouse of GPUs separate from Azure?

Seems like a very dangerous game for Ilya to play.