I read the article here is summary.

He is scared the people microsoft lays off will go work for their competitors.

He thinks if they lose “the AI race” they may be replaced by another company.

Microsoft still pledged to give $80 billion for their AI projects.

OpenAI wants to go for-profit but computing costs is not affordable for microsoft so they made a barely official agreement instead.

Workers suffered the most in this as the company has a culture where you may be sacked at any time due to a tweet from Musk.

My thoughts.

Microsoft won’t become irrelavent. Every single school and university go to unimaginable lengths to use their suite.

Highschools have a “microsoft word class” and colleges that pride themselves on their “academic integrity” give all students premium chatgpt accounts.

But they may do what AT&T did and go from a huge monopoly to just some random big company.