Sources: OpenAI wants Microsoft to take a ~33% stake in exchange for foregoing future profit rights, and seeks to modify its exclusive cloud deal with Microsoft
Negotiations between Microsoft and OpenAI over the startup's plan to restructure its for-profit unit, which requires Microsoft's approval …
The Information
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Discussion
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@edzitron.com
Ed Zitron
on bluesky
Microsoft and OpenAI are still arguing about the terms of the for-profit entity, mostly because OpenAI wants to give MS less stock and also less IP. — Microsoft has no reason to agree and now OpenAI is saying they are considering an antitrust complaint? Lmfao. Washed — www.…
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@mgsiegler
M.G. Siegler
on x
Looks like my cap table guesstimate from last October is falling into place... https://spyglass.org/... [image]
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@jukanlosreve
Jukan Choi
on x
OpenAI wants Microsoft to give up its future profit rights in exchange for approximately 33% stake in the restructured company, according to The Information.
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@edzitron.com
Ed Zitron
on bluesky
I can't stop thinking about how funny this is. What kind of timeline do they think an antitrust complaint would be? Microsoft provides their infrastructure and preferential rates on Azure. This is like signing an NDA and claiming it's a violation of your first amendment rights…
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@edzitron.com
Ed Zitron
on bluesky
The real question is who leaked this. It's either OpenAI attempting to tear down Microsoft in public, which is altman assuming people love him, or it's Microsoft leaking it and foreshadowing that they intend to eat OpenAI whole. Anything could happen, but this leak is a really …
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@navneetalang.com
Navneet Alang
on bluesky
ok *now* you're allowed to use the ‘girls are fightingggg’ meme [embedded post]
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@brianrumao
Brian Rumao
on x
Looking back now, little surprise that Satya interviewed Elon on stage at Build, and Kevin Scott touted MCP from Anthropic. Rightly diversifying in advance of a multi-model world, while reducing dependence on OAI
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@benfritz
Ben Fritz
on x
Whoa. Nobody thought their relationship was good but a public accusation of illegal behavior would be quite the escalation. Big scoop by Berber.
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@morqon
Morgan
on x
openai's windsurf acquisition still hasn't been formally announced, and perhaps microsoft is why “openai doesn't want microsoft to have access to windsurf's intellectual property” [image]
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@alexeheath
Alex Heath
on x
a good reminder that OpenAI is not yet a normal company, it's a legal nonprofit that signed away IP rights and meaningful rev share to a partner it is now trying to detach from
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@rustybrick
Barry Schwartz
on x
So much for a loving partnership....
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@bdsams
Brad Sams
on x
Can you imagine if OpenAI trys to rug-pull Microsoft. Yes there are contracts and lots of money involved but if OpenAI wants to walk away from MSFT, biggest shock to the industry in decades.
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@berber_jin1
Berber Jin
on x
scoop - talks between openai and msft have gotten so bad that openai is now considering accusing msft of anticompetitive behavior before federal regulators they are also fighting over the terms of openai's windsurf acquisition more below @WSJ https://www.wsj.com/...
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r/BetterOffline
r
on reddit
OpenAI and Microsoft Tensions Are Reaching a Boiling Point - OpenAI considering antitrust complaints. Desperate times, pale horses.