well said, I would note that both sides recognize that "AGI" will require new uncertain R&D breakthroughs beyond merely scaling up another order of magnitude in compute. given this, i think it's crazy to blow the resources of azure on trying more scale. rapid commercialization at least buys more time for the needed R&D breakthrough to happen.
do we really know that scaling compute an order of magnitude won't at least get us close? what other "simple" techniques might actually work with that kind of compute ? at least i was a bit surprised by these first sparks, that seemingly was a matter of enough compute.
