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You keep saying this. Why?


Not them but it’s not a good look to spend 10B in a bet for zero control. Also to spend months building up to an acquisition (there’s no way that wasn’t what Sam was trying for) only for it to result in the firing of the CEO who was trying to sell his company to you.

This looks terrible, and all of these “Sam is the real winner” posts are cope


The majority of that money is in the form of Azure credit.

It all pretty much hinges on how much talent you think Microsoft can obtain. I’m going to make a bet that Microsoft poaches between 30 and 70% of open AI key employees.

If they spent $10 billion to achieve this outcome, securing the loyalty of the two founders and attracting double digit percentage of the employees, then they will have conservatively gotten a 5 to 10x return overnight

Edit: I was too conservative, it's looking like 90%




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