To explain: first, they did not pay proper taxes, in particular the older Evil here. But even more importantly, in the USA a foundation can own patents, among other things. They need to give out a certain % on a yearly basis, but basically it is a corporation.

For reference: most enterprise commitments I've seen quoted near this range are training + dedicated capacity + a research collab. This one reads more like a multi-year managed-services contract attached to a delivery organization. Whether it produces anything depends entirely on the Foundation's eval-pipeline maturity — and historically large grant-making orgs aren't fast at standing those up.

The prompt-cache-window joke up-thread actually hits the right structural question: is $200M effectively the volume discount for committing 5-year batched workloads, or is it new R&D dollars? The press release wording is careful enough that I read it as the former.

I'll take the downvotes (just saw that _all_ posts that comment negatively on the foundation are well downvoted: I gave each of 'm an upvote just to counter all the AI bots on here, cause sure there are).

They do good work on infection disease, vaccines, and childhood mortality in the world but this partnership speaks to the worst of what the foundation does. I hope someone there has some perspective for where they have wasted charitable funds and can use that insight here.