Not disagreeing but just curious, why can't money buy enough GPU's? OpenAI's prices seem low enough that they could reasonably charge 2x or more to companies eager to get on the best models now.
That makes no sense.
What makes much more sense -- especially if you listen to his interviews -- is that Sam Altman doesn't think you can be trusted with the power of GPT-4 via an API unless it has first been aligned to death.
And having such a big anchor tenant, its reasonable that you would prioritize them if GPUs are in short supply.
Yeah, but Microsoft already gets 75% of the profits OpenAI makes, it's not the same price for them as the rest of us.