I really don't think Satya is getting in a room with Sam, and going "We really need you to nerf GPT-4, the thing you're devoting your life to because you believe it will be so transformative, because of a product we sell that generates .001% of our revenue."
Microsoft is also responsible for Copilot (based around a “it’s unconditionally fair use if you use a mirror” legal theory) so this doesn’t track.