Microsoft Drops OpenAI Revenue Share

Executive Summary

• Microsoft stops sharing revenue with OpenAI
• OpenAI gains freedom to work with other cloud providers
• Microsoft’s stake in OpenAI drops to 27%

The Buzz Score

The Internet’s Verdict: 60% Surprised, 40% Anticipated

Forum Reactions

Users are discussing the implications of this new deal. One user said:

Wait, I thought OpenAI had to pay Microsoft until AGI was achieved or something? Am I misremembering? Is that a different thing?

Another user noted:

The disparity in coverage on this new deal is fascinating. It feels like the narrative a particular outlet is going with depends entirely on which side leaked to them first.

Some users think this change will affect Microsoft’s Azure platform. One user commented:

This gives OpenAI the ability to goto AWS instead of exclusively on Azure. I guess Azure really is hanging on by a thread.

Others are questioning Microsoft’s leadership. A user said:

Nadella had OpenAI by the short and curlies early on. But all I’ve seen from him in the last couple of years is continuously acquiescing to OpenAI’s demands. I wonder why he’s so weak and doesn’t exert more control over the situation? At one point Microsoft owned 49% of OpenAI but now it’s down to 27%?

Next Steps

As the situation unfolds, we will continue to monitor the developments and provide updates.

Focus Keyword: OpenAI Deal