Top
Best
New

Posted by helsinkiandrew 1 day ago

Microsoft and OpenAI end their exclusive and revenue-sharing deal(www.bloomberg.com)
Gift Article: https://www.bloomberg.com/news/articles/2026-04-27/microsoft...

https://openai.com/index/next-phase-of-microsoft-partnership...

https://x.com/ajassy/status/2048806022253609115

955 points | 823 commentspage 6
airstrike 1 day ago|
"Advancing Our Amazing Bet" type post
chinadata 18 hours ago||
so we can't use openai on MS now?
muyuu 1 day ago||
sounds like divesting behind a bit of nice-sounding scaffolding
Schlagbohrer 1 day ago||
The AGI talk is shocking but not surprising to anyone looking at how bombastic Sam Altman's public statements are.

The circular economy section really is shocking- OpenAI committing to buying $250 Billion of Azure services, while MSFT's stake is clarified as $132 Billion in OpenAI. Same circular nonsense as NVIDIA and OpenAI passing the same hundred billion back and forth.

ModernMech 1 day ago|
Dennis: I think we made every single one of our Paddy's Dollars back, buddy.

Mac: You're damn right. Thus creating the self-sustaining economy we've been looking for.

Dennis: That's right.

Mac: How much fresh cash did we make?

Dennis: Fresh cash! Uh, well, zero. Zero if you're talking about U.S. currency. People didn't really seem interested in spending any of that.

Mac: That's okay. So, uh, when they run out of the booze, they'll come back in and they'll have to buy more Paddy's Dollars. Keepin' it moving.

Dennis: Right. That is assuming, of course, that they will come back here and drink.

Mac: They will! They will because we'll re-distribute these to the Shanties. Thus ensuring them coming back in, keeping the money moving.

Dennis: Well, no, but if we just re-distribute these, people will continue to drink for free.

Mac: Okay...

Dennis: How does this work, Mac?

Mac: The money keeps moving in a circle.

Dennis: But we don't have any money. All we have is this. ... How does this work, dude!?

Mac: I don't know. I thought you knew.

ksimukka 1 day ago|||
Great scene
slickytail 1 day ago|||
You forgot the best line: "I don't know how the US economy works, much less some kind of self-sustaining one".
sayYayToLife 1 day ago||
Alright my theory:

OpenAI has public models that are pretty 'meh', better than Grok and China, but worse than Google and Anthropic. They still cost a ton to run because OpenAI offers them for free/at a loss.

However, these people are giving away their data, and Microsoft knows that data is going to be worthwhile. They just dont want to pay for the electricity for it.

alexdoesstuff 1 day ago|
Small nitpick: the models probably make some money on actual inference. Might not be a massive amount, but hard to see them not having a positive contribution margin purely on inference.

What's losing OpenAI money is paying for the whole of R&D, including training and staff. Microsoft doesn't pay that, so they get the money making part of AI without the associated costs.

sayYayToLife 9 hours ago||
[dead]
jcgrillo 18 hours ago||
The jig is up!
sylware 10 hours ago||
microsoft won't fool me here, as they are always engaging in accute sneakyness.

microsoft openai, microsoft rust, microsoft id software, etc...

j45 22 hours ago||
Does this mean AGI has been reached according to their mutually agreeable definition?
dhruv3006 1 day ago||
I think aws will seize the opportunity.
jachva95 1 day ago|
Why are do I see bloomberg links so often when this shit won't even let you read article without sub ? Do you not have better reasons to spend money?
More comments...