It's so weird that people think a bunch of personnel moving to MS is a win for MS.
They can't just magically recreate what OpenAI has done. The data sets, the tooling, the models, the everything around it. It will take so long for MS to catch up even if they had 100% of their people working on it tomorrow.
The rest of the market is going to benefit more than MS.
Their contract with OpenAI gives them unlimited access to the data sets, the tooling (which is all on Azure and was built out with the help of Azure engineers), the models and their weights, and basically everything around it.
They can't just magically recreate what OpenAI has done. The data sets, the tooling, the models, the everything around it. It will take so long for MS to catch up even if they had 100% of their people working on it tomorrow.
The rest of the market is going to benefit more than MS.