Satya just pulled best move of 2023. Gets the hot names, whoever will follow Sam and Greg, to work in a startup like cocoon. Throws money at them, which is peanuts to Microsoft, both stock to keep them and unlimited compute. Sam wants to do custom chips? Do it with Microsofts money, size and clout. All doors are open. The new Maia100 chip can soon be followed by Sam200. Brings innovation and makes the company more attractive to future hires. Who cares if Same leaves after 2 years? Maybe that was part of the discussions, Satya wont be around forever and doesn't really have a good allround replacement inhouse. MSFT stock meanwhile goes from sideways movement to another all time high and onto 400. Genius move, would have never thought Sam accepts such arrangement but it makes sense.