I agree that they don't appear poised to do it themselves. But why not work with Meta or OpenAI (maybe a bit more questionable with MS) or some other player, rather than Google?
The optics of working with Meta make it a non-starter. Apple symbolizes privacy, Meta the opposite.
With OpenAI, will it even be around 3 years from now, without going bankrupt? What will its ownership structure look like? Plus, as you say, the MS aspect.
So why not Google? It's very common for large corporations to compete in some areas and cooperate in others.
The optics of working with Meta make it a non-starter. Apple symbolizes privacy, Meta the opposite.
With OpenAI, will it even be around 3 years from now, without going bankrupt? What will its ownership structure look like? Plus, as you say, the MS aspect.
So why not Google? It's very common for large corporations to compete in some areas and cooperate in others.