Keep pulling the thread on Sam Altman & Satya Nadella.
Microsoft has invested approximately $13 to $14 billion into OpenAI since its initial investment in 2019.
Microsoft owns approximately 27% of OpenAI on a fully diluted basis.
The OpenAI nonprofit foundation has been capitalized with $130 billion of OpenAI stock, making it one of the largest nonprofits in the world.
The OpenAI nonprofit foundation will direct its first $25 billion in funding towards initiatives in health, AI security, and resilience.
OpenAI's stateless APIs are exclusive to the Microsoft Azure cloud platform through 2030.
OpenAI has a revenue-sharing agreement with Microsoft that runs until 2032 or until AGI is verified.
OpenAI's actual revenue is significantly higher than the publicly reported projection of $13 billion for 2025.
The primary constraint on building out AI compute capacity for Microsoft is currently the availability of power and the ability to construct data centers, not the supply of chips.
OpenAI is developing consumer devices capable of running GPT-5 or GPT-6 level models completely locally with low power draw.
OpenAI CEO Sam Altman stated he does not know how the company is supposed to comply with the Colorado AI Act.
A 50-state patchwork of AI regulations in the U.S. would be a 'big mistake' and is a major concern for both OpenAI and Microsoft.
Sam Altman expects OpenAI's Codex model to advance from handling multi-hour tasks to multi-day tasks in 2025.