[kbknapp]

Seems the author is expecting OAI to continue merrily along its way working towards AGI (albeit at a stated slower pace) while MSFT is able to take Altman et al and circle the wagons on what already exists (GPT4) squeezing it for all its worth. While that's entirely possible, there are other outcomes not nearly as positive that would put MSFT at a disadvantage. It's like saying MSFT's AI hedge is built on what appears like sand; maybe it's stable, maybe it's not.

[edgyquant]

Don’t think they can just outright steal GPT4 and they definitely won’t be taking the world class data set with them