Microsoft is showing to investors that it is going to be an AI company, one way or the other.
Microsoft still has access to everything OpenAI does.
Microsoft has its friend, Sam, at the helm of OpenAI and with a more tighter grip on the company than ever.
Its still a win for Microsoft.
The one thing in Microsoft has stayed constant from Gates to Ballmer to Satya: you should never, ever form a close alliance with MS. They know how to screw alliance partners. i4i, Windows RT partners, Windows Phone Partners, Nokia, HW partners in Surface. Even Steve Jobs was burned few times.
Microsoft is showing that it is still able to capture important scale ups and 'embrace' them, whilst also acting as if they have the moral high ground, but in reality are doing research with a high governance errors and potential legal problems away from their premises. and THAT is why stakeholders like him.