The three main AI innovation ingredients are: talent, data, and compute. Microsoft has all three, but of them all, at the world-class level, top talent is the most scarce. Microsoft has amazing talent in MSR but it is spread into multiple areas and has different agendas. OpenAI talent is probably near/on par with MSR talent, but has focus and experience and a dream team dedicated to world-class generative AI. They will be collaborating with MSR researchers too, and leveraging the immense compute and data resources at Microsoft.