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Came to post something with a similar sentiment. It's going to have broad market effects when the circle dealing doesn't work out as intended. OpenAI is losing so much money every quarter that they will undoubtedly have to raise prices I would think and people may not be willing to pay them.

> At this point these announcements are more PR posturing than anything that makes financial sense for shareholders.

corporate would like you to find the difference between these two photos

The negative drumbeat has started, and the narrative is changing to become critical. Every new fad reaches a saturation point, and people's attention spans are short. Already, I see folks piling onto the quantum bandwagon as if LLMs are passe.

Here, the clouds have pulled a trick to inflate their revenues with their own cashflows, and have not been punished yet for it by shareholders - except meta which is getting asked some difficult questions.