MSFT is positioned to win if OpenAI loses, as MSFT holds the IP rights.

Microsoft can spend, and I mean Google will outspend everyone on this . And they are capable of doing that. I mean, I don't think there's anything, unless Sam continues to be as impressive as he seems when he's raising money.

And that he can actually spend $1.4 trillion. So, Google will spend to make sure that it is the one that wins this . But all the CEOs said, "Look, we probably don't all need to do that."

We don't need five of these things. We don't need seven or whatever the number may be. Therefore, it is clear that certain segments of society will be the winners. Since they generate a lot of money and are already large in size, they will continue to grow and generate increasing revenue from this.

Microsoft only participated in the first two or three funding rounds. That's an amount close to 13 billion. If I had to bet at this stage on who would win and who would lose, it is likely that Open AI would lose, and in that case, Microsoft would win; Because if Open AI fails, they own the intellectual property. But Microsoft owns it.