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Really good point, and I wish I remembered who made it:

Microsoft’s OpenAI gambit looks like a “head I win, tails I win” play: If OpenAI is renting computing power from MS — and LLMs sure do need gob tons of it — then it’s •already• profitable for MS. This whole AI bubble is pumping money from a sea of revved-up VCs and FOMO-addled CEOs straight into Microsoft’s pockets.

Even if there’s nothing but wreckage when the AI bubble bursts, even if none of the hype pans out, MS still makes bank.