The next chapter of the Microsoft–OpenAI partnership
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Re: The next chapter of the Microsoft–OpenAI partnership
#2Microsoft’s announcement:
https://blogs.microsoft.com/blog/2025/10/28/the-next-chapter...
Also: Built to Benefit Everyone — by Bret Taylor, Chair of the OpenAI Board of Directors
Re: The next chapter of the Microsoft–OpenAI partnership
#3Microsoft’s announcement: https://blogs.microsoft.com/blog/2025/10/28/the-next-chapter... Also: Built to Benefit Everyone — by Bret Taylor, Chair of the OpenAI Board of Directors https://openai.com/index/built-to-benefit-everyone
Microsoft is saying they have a 27% stake in the company after this deal closes.
Re: The next chapter of the Microsoft–OpenAI partnership
#4>OpenAI has contracted to purchase an incremental $250B of Azure services, and Microsoft will no longer have a right of first refusal to be OpenAI’s compute provider.
I have no idea what @sama is doing but he's doing it quite well.
Re: The next chapter of the Microsoft–OpenAI partnership
#5Microsoft’s announcement: https://blogs.microsoft.com/blog/2025/10/28/the-next-chapter... Also: Built to Benefit Everyone — by Bret Taylor, Chair of the OpenAI Board of Directors https://openai.com/index/built-to-benefit-everyone
> Built to Benefit Everyone
Whats my share then?
Re: The next chapter of the Microsoft–OpenAI partnership
#6> Once AGI is declared by OpenAI, that declaration will now be verified by an independent expert panel.
I wonder what criteria that panel will use to define/resolve this.
Re: The next chapter of the Microsoft–OpenAI partnership
#7Microsoft’s announcement: https://blogs.microsoft.com/blog/2025/10/28/the-next-chapter... Also: Built to Benefit Everyone — by Bret Taylor, Chair of the OpenAI Board of Directors https://openai.com/index/built-to-benefit-everyone
> Built to Benefit Everyone Whats my share then?
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Re: The next chapter of the Microsoft–OpenAI partnership
#8> AGI AGI AGI AGI AGI AGI AGI AGI AGI
Spare me. Sam has been talking about ChatGPT already being AGI for ages, meanwhile still peddling this duplicitous talk about how AGI is coming despite it apparently already being here. Can we act like grownups and treat this like a normal tool? No, no we cannot, for Sam is a hype merchant.
Re: The next chapter of the Microsoft–OpenAI partnership
#9If we assume token providers are becoming more and more of a commodity service these days, it seems telling that OpenAI specifically decided to claw out consumer hardware.
Perhaps their big bet is that their partnership with Jony Ive will create the first post-phone hardware device that consumers attach themselves with, and then build an ecosystem around that?
Re: The next chapter of the Microsoft–OpenAI partnership
#10I'm not savvy on investment terms, but most of these bullet points seem like a loss for Microsoft.
What's the value in investing in a smaller company and then giving up things produced off that investment when the company grows?