I don't think it's a meaningful acquisition. I am wondering how much cash OpenAI is holding. They literally bought dozens of startups/companies while they were/are still not profitable.
I would be looking to see who is benefiting from their investments and acquisitions right now.
They know enterprise is not seeing the gains expected and that the average joe likes the product if it is basically free. Neither means meaningful revenue for them let alone enough to keep shovelling money into the gpu furnace.
They are going to be looking for ways to extract what liquid cash they can now.
