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They have the GPUs and there's a GPU shortage already. What do you think is going to happen when they lose that access in $10bn compute? Given the shortage and other vendors being mostly locked up already, there's not much OpenAI can do. And that's not considering that the board is facing immense pressure internally starting from the very temporary CEO that they put in place two days ago to various members of senior leadership threatening to resign (with many employees being paid in options dependent on valuations that the board just destroyed). The board may have de jure power but that is nothing without the de facto power associated with it.


Microsoft is going to walk away from the most strategic deal they’ve made in a decade to save the Loopt guy’s ego?

I feel like everyone should be forced to watch a few Game of Thrones episodes before commenting. Organizations act in their own self interest. Leaders are convinced they’re irreplaceable all the way to the gallows steps.

If Sam can sabotage OpenAI or if the remaining people can’t capably run the organization then sure people will walk away. But if they keep things from falling apart nobody is going to give a fuck.




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