I would posit that it's more Microsoft freaking out over ChatGPT than Google. MSFT will never get that $10 billion back.
Easily. By integrating it into their developer tools, office suite, Azure, Dynamics, etc. You can automate/support SO many tasks with the toolsuite that OpenAI offers.
In addition to that, the way I understand it they can simply make money by licensing others to use those tools. They already started offering the OpenAI services through Azure.
That's low enough to put human copywriters out of business, but high enough that I don't ever see regular humans pay for it for day-to-day tasks.
So eventually this is some sort complex of B2B product, and that is very difficult to execute.
> but high enough that I don't ever see regular humans pay for it for day-to-day tasks.
And “640K ought to be enough for anyone”.
Of course this will get cheaper over time as compute gets cheaper and the cloud providers design custom chips optimized for it.
Compute doesn't get cheaper over time, it gets more expensive. This isn't 1993 anymore.
Remember, in today's world you don't even need a viable product to make loads of money.
Maybe so, but MSFT is not a mark-to-market / opportunistic trader.
they will get it back quite quickly