* Emmett Shear should have put in a strong golden parachute in his contract, easy money if so
* Yesterday we had Satya the genius forcing the board to quit. This morning it was Satya the genius who acquired OpenAI for $0. Im sure there will be more if sama goes back. So if sama goes back - lets hear it, why is Satya a genius?
OpenAI implodes? Bought the talent for virtually nothing.
OpenAI 2.0 succeeds? Cool, still invested.
I think in reality, Sam @ MSFT is not an instant success. Even with the knowledge and know-how, this isn't just spinning up a new GPT-4-like model. At best, they're ~12 months behind Anthropic (but probably still 2 years ahead of Google).
But as long as ChatGPT is and remains ahead as a product, they should be fine.
This isn't that hard to understand. Everyone was blindsided by the sacking of Altman, Satya reacted quickly and is juggling a very confusing, dynamic situation and seems to have got himself into a good enough position that all possible endings now look positive for Microsoft.
Someone playing Game of Thrones is sneaking up with a dagger, but has no idea that MSFT has snipers on all the rooftops.
OpenAI is a non-profit, so, no material benefit to him (at face value, I don't believe this is the case, though).
and i'd bet closer openai & microsoft ties/investments would come with that.
OAI is a non profit. There’s always been a tension there with Microsoft’s goals. If he goes back, they’re definitely going to be much more ok with profit.