[maizeq]

This news is not about vertical integration or competitive advantage but of potential conflicts of interest. Meta/Amazon/Alphabet chips are made in house or from acquisitions (presumably with the CEO having no financial stake in the acquired companies)

This is instead a question of whether Sama preferentially made a contract with Rain, perhaps despite better alternatives. (Which would benefit him but might not be in the best interests of stake holders).

It’s possible it was the correct decision though, and his stake is just a fortunate side-effect, after all Sam is also invested in other chip companies (Cerebras I believe?).