[jeffbee]

Google faces a different calculus than Microsoft/OpenAI when throwing these things out. It's just like Google Cloud. They have huge, valuable first-party workloads that compete for the hardware resources that would be used by generally-available free AI toys.

For Microsoft it doesn't make a difference. They are taking their own cash, investing it in OpenAI, and then turning right around and booking it as revenue. As a bonus it makes Google look wrong-footed. But fundamentally Microsoft doesn't care how much money they torch doing this.