若 OpenAI 失利，MSFT 有望受益，因为 MSFT 持有相关知识产权。
逐段跳播
Microsoft 可以花钱，而我的意思是 Google 会在这件事上比所有人都花得多。而且他们有能力做到这一点。我的意思是，我不认为有什么能阻止这一点，除非 Sam 在融资时继续像他看起来那样令人印象深刻，而且他真的能花掉 1.4 万亿美元。
所以，Google 会花钱来确保自己是赢得这件事的那一个。但所有 CEO 都说：“看，我们可能并不都需要这么做。”我们不需要五个这样的东西。我们不需要七个，或者不管这个数字是多少。
因此，很明显，社会的某些部分将成为赢家。由于他们赚了很多钱，而且规模已经很大，他们会继续增长，并从中产生越来越多的收入。
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 只参与了前两三轮融资。那笔金额接近 130 亿。如果在这个阶段我必须押注谁会赢、谁会输，那么 Open AI 很可能会输，而在那种情况下，Microsoft 会赢；因为如果 Open AI 失败，他们拥有知识产权。但 Microsoft 拥有它。
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.
这个频道对 $MSFT 的历次判断
The Acquirers Podcast 在这只股票上只有这一条判断。