You can pretty much see his thought process in real time.
"Google and OpenAI have built these cool LLM things, but I have the best engineers in the world so obviously I should be driving that technology. Go build it for me."
Turns out his engineers aren't very effective at building it.
"Obviously I need to fire all these lazy employees and replace them with the best industry talent. They aren't going to refuse my money."
So he throws billions at a few top AI researchers, but they produce nothing of value.
"I don't understand, why am I still not winning? It must be because the AI industry itself is now moving at a very slow pace.