It's not a hard logic path to follow - If AI becomes a digital necessity for modern society to function, Microsoft's relevance shrinks while OpenAI's relevance grows.

Once OpenAI breaks out of the "App" space and into the "OS" and "Device" space, Microsoft may get absorbed into the ouroboros.

OpenAI's dependence on Microsoft currently is purely financial (investment) and contractual (exclusivity, azure hosting).

He was high AF?

Probably because of a mix of ketamine, magic mushrooms, ecstasy and adderall.

I understood it as that the economic relationship they have is going to make Microsoft broke somehow, be it dollars and/or just the focus of the company.

eventually traditional operating systems will cease to exist, you'll just have a model creating dynamic UX for you on the fly for whatever experience you want

agi clause comes to mind?