I'm just an observer. Microsoft has invested billions in OpenAI and can access their IP as a result. It might even be possible MS hopes that OpenAI fails and doesn't allow them to restructure to continue to acquire outside funding. You can go directly to the announcement of their in-house model offerings and they are clearly using this as a recruiting tool for talent. Whether it makes sense for the cloud providers to build their own models is not for me to say, but they may not have a choice given how quickly OpenAI/Anthropic are burning cash. If those two fail then they're essentially ceding the market to Google.