The Bun acquisition made a little sense, Boris wanted Daddy Jarred to come clean up his mess, and Jarred is 100% able to deliver.

This doesn't make as much sense. OpenAI has a better low level engineering team and they don't have a hot mess with traction like Anthropic did. This seems more about acquiring people with dev ergonomics vision to push product direction, which I don't see being a huge win.