This is my take too, and I'm sure in the shadows their plan is to close off the APIs as much as possible and try use it for their own gain, not dissimilar to how Google deploy AI.
There is no way MS is going to let something like ChatGPT-5 build better software products than what they have for sale.
This is an assassination and I think Ilya and Co know it.
It's not assassination. It's a Princess Bride Battle of Wits, that they initiated and put the poison into one of the chalices themselves, and then thought so highly of their intellect they ended up choosing and drinking the chalice that had the poison in it.
What product do you envision OpenAI selling would be better than Microsoft?
I emphasized product because OpenAI may have great technology. But any product they sell is going to require mass compute and a mass sales army to go into the “enterprise” and integrate with what the enterprise already has.
Guess who has both? Guess who has neither?
And even the “products” that OpenAI have now can only exist because of mass subsidies by Microsoft.
Right now, quota is very valuable and scarce, but credits are easy to come by. Also, Azure credits themselves are worth about $0.20 per dollar compared to the alternatives.
