Microsoft would likely match their PPUs at the tender offer valuation.

Rastonbury · on Nov 21, 2023

Honestly MS don't have to, losing more than half the employees will destroy the value of the PPUs.

The fact so many have signed the petition is a classic example of game theory. If everyone stays, the PPU keep most of their value, the more people threaten to leave, the more attractive it is to sign. They don't have to love Sam or support him

Edit: actually thinking about it, the best outcome would to be go back on the threats to resign, increasing the value of PPUs, making Microsoft have to pay more to make them leave OpenAI

lumost · on Nov 21, 2023

MSFT may perceive a benefit in absorbing and locking down the openAI team. Doing so will require large golden handcuffs in excess of what competitors would offer those same folks.