And they’d lose out on every single thing they built in-house.

• Their MLOPs and data scraping infra? Gone
• Their results and experiments (like millions of iterations)? Gone
• They would take 1-2 yrs to catch back up and would lose the lead.

Don’t assume Google, Inflection, Anthropic etc. are more than 1 yr behind.

I wonder how real this threat really is.

Sam Altman is not the only guy who knows how to monetize things. Also these employees are sitting on 10M+ bonuses that they will NEVER get from Microsoft. At most they will get 250K-500K TC.