So when the author states that "Microsoft just acquired OpenAI for $0" they mean, effectively, only a fixed-time snapshot of code that is likely old news in about 18 months by the time other models have caught up. Microsoft still needs to execute like mad to make this work out for them. Right now the entire thing seems to rest on the hope that enough talent bleeds out of OpenAI to make this worthwhile. They'll probably get that. But it's still a delicate game. I most wonder what breakthrough Ilya has been alluding to recently [1] and whether it'll be available under MSFT's license.

[1] https://youtu.be/Ft0gTO2K85A?si=YaawmLi8zKrFxwue&t=2303