> And Microsoft spending $1 Billion for an exclusive license will seem really foolish a few years from now.
No it won't. Capital was (and still is) cheap when they made that purchase. A billion used to really mean something, but it's chump change for companies with valuations over $1 trillion.
Clearly this is not very defensible. More data, more GPUs, more time, and you have similar or better results. There's a reason why Google, FB, Amazon haven't bitten the same bullet for an exclusive license.
