> I think everyone is a "loser" in the current situation.
On the margin, I think the only real possible win here is for a competitor to poach some of the OpenAI talent that may be somewhat reluctant to join Microsoft. Even if Sam'sAI operates with "full freedom" as a subsidiary, I think, given a choice, some of the talent would prefer to join some alternative tech megacorp.
I don't know that Google is as attractive as it once was and likely neither is Meta. But for others like Anthropic now is a great time to be extending offers.
This is pure speculation but I've said in another comment that Anthropic shouldn't be feeling safe. They could face similar challenges coming from Amazon.
If they get 20% of key OpenAI employees and then get acquired by Amazon, I don't think that's necessarily a bad scenario for them given the current lay of the land
On the margin, I think the only real possible win here is for a competitor to poach some of the OpenAI talent that may be somewhat reluctant to join Microsoft. Even if Sam'sAI operates with "full freedom" as a subsidiary, I think, given a choice, some of the talent would prefer to join some alternative tech megacorp.
I don't know that Google is as attractive as it once was and likely neither is Meta. But for others like Anthropic now is a great time to be extending offers.