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There’s something massive brewing here that involves Microsoft. And it stinks.

One thing is for certain, Google is clearly a major loser here. They completely blew the lead in AI.

I would say Google is one of the few companies that directly benefit from OpenAI+Microsoft hitting a heavy patch of turbulence.

How on Earth is Google a loser? OpenAI is splitting down the middle, if not imploding entirely. It's not like Microsoft will be able to just get Sam and Greg new Macbooks and have all the OpenAI engineering suddenly be internal there. This is going to cause a gigantic amount of operational pain.

Google will be quietly smiling and catching up.

It's a short term vs long term thing:

Short term it is going to slow Microsoft down because it will take a while to get a while to get software development back on course.

Long term it will speed thing up because OpenAI is concerned by safety issues and will thus be more cautious about software release, while Microsoft has no such inhibitions.

OpenAI is basically in the bag for MSFT. While we enjoyed reading and speculating about the drama this weekend, Microsoft managed to eat the whole thing without anyone complaining. Meanwhile, Google still has nothing. Heck, even Facebook/Meta is ahead of the game.

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