RT @kakashiii111A lot of wins for Microsoft in this newly struck agreement:1. 27% stake in OpenAI — one of the largest holdings, almost equal to the nonprofit’s stake.2. Secured exclusive IP rights and Azure API usage until “AGI.”3. Microsoft’s IP rights to research will remain in effect until “AGI” or through 2030.4. Any OpenAI's API-based products developed with third parties must remain exclusive to Azure.5. Microsoft is free to collaborate with any other lab and doesn’t have to care about OpenAI’s exclusivity anymore.6. The 20/80 revenue-sharing agreement remains in place until “AGI"7. Secured $250 billion worth of Azure service commitments from OpenAI. While Microsoft no longer has the right of first refusal, it hardly matters — API products must still run exclusively on Azure, meaning this $250 billion commitment will effectively go to Microsoft anyway. An amazing negotiation by Microsoft — “AGI” is a highly controversial term and would be opposed by many if OpenAI were to declare it in bad faith. As you noticed, Microsoft secured the condition “verified by an independent expert panel,” which means any AGI declaration must be externally validated. In practice, that means AGI won’t be recognized anytime soon, so no worries for Microsoft. It seems Microsoft leveraged its stronger position over OpenAI, which is under significant pressure to transition into a PBC and raise capital urgently due to limited funding.https://blogs.microsoft.com/blog/2025/10/28/the-next-chapter-of-the-microsoft-openai-partnership/
