I agree.

They weren’t shocked per se, however clearly OAI is on their radar.

Not entirely unlike during COVID when Xoom taught most Americans about web conferencing. Arguably good for the entire space, but the company in the public imagination probably didn’t deserve all the accolades.

So the question for Google and other responsible AI companies, is how to capitalize on the consumer awareness/adoption, but do it in a way that acknowledges the real constraints (that OAI are less concerned with). MSFT is all ready running into some of those constraints viz the partnership (interesting to see Sataya get over his skis a little. That’s not his usual MO).