if this grant made even a 0.001 percent contribution to speeding up that race, which seems plausible then the grant could st theill be strongly net negative.
Suppose the grant made the race 0.001% faster overall, but made OpenAI 5% more focused on alignment. That seems like an amazingly good trade to me.
This is quite sensitive to the exact quantitative details and I think the speed up is likely way, way more than 0.001%.
Do you see most of the expected value of the forum coming from value/year similar to the current value/year but continuing into the future (maintaining what you currently have)? Or is most of the value coming from the possibility of producing much more value per year (going big)?
If you imagine going big as most of expected value, then how do you anticipate going big?