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Every company is trying to shove AI into everything they own. It's what investors currently demand.

OpenAI is likely limited by how fast they are able to scale their hiring. They had 778 FTEs when all the board drama occurred, up 100% YoY. Microsoft has 221,000. It seems difficult to delegate enough headcount to all the exploratory projects of MSFT and it's hard to scale headcount quicker while preserving some semblance of culture.



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