But the board seems to have a weak hand. It can decide to disappoint the for profit investors. But it doesn’t own Sam, or the vast majority of the workers, and maybe not much of the know how. And they can walk if the board disappoints them.
The board’s altruism might be great, but it lacks the legal tools to do what it wants, against organized labor backed by unlimited capital.
The supply bottlenecks have been around commercializing the ChatGPT product at scale.
But pretraining the underlying model I don't think was on the same order of magnitude, right?
But if Altman has a new venture that takes first mover advantage on a whole different playing field MS could easily get left in the dust.
And yet no one has been able to do that since gpt4 was released.
They don't want to run a developer/enterprise ChatGPT platform.
Google cares about Search, Apple about Siri, Meta about VR/Ads. But those three are interesting heavily in their own LLMs which at some point may better OpenAI.