"Two explanations" isn't accurate, its more like Ilya gave two examples of Sam not being candid with the board. "Two explanations" makes it sound like two competing explanations. What Ilya gave was two examples of the same problem.
I can't help thinking that Sam Altmans universal popularitity with OpenAI staff might be because they all get $10million each if he comes back and resets everything back to how it was last week.
So if sama goes back - lets hear it, why is Satya a genius?
This isn't that hard to understand. Everyone was blindsided by the sacking of Altman, Satya reacted quickly and is juggling a very confusing, dynamic situation and seems to have got himself into a good enough position that all possible endings now look positive for Microsoft.