It's just surprising, since it's objectively better to own the platform, and the company has a mind boggling amount of money, and allegedly coding agents capable of 10xing developer output. Why would they not be able to do it in house? It shouldn't be a capacity or capability issue.

That makes me think it's just another higher level money game, and there will be some weird investments in which neither company does anything of material value in exchange except spin some number wheels.