Agree with this take. Sam made OpenAI hot, and they’re going to cool, for better or worse. Without revenue it’ll be worse. And surprising Microsoft given their investment size is going to lead to pressures they may not be able to negotiate against.
If this pivot is what they needed to do, the drama-version isn’t the smart way to do it.
Everyone’s going to be much more excited to see what Sam pulls next and less excited to wait the dev cycles that OpenAI wants to do next.