Monologue: OpenAI Vs. Microsoft

Update: 2025-06-20

Description

In this week’s monologue, Ed Zitron walks you through OpenAI’s desperate attempts to lean on Microsoft to change the terms of their agreement, and how the entire AI bubble may rest on this negotiation.

WSJ: OpenAI and Microsoft Tensions Are Reaching a Boiling Point https://www.wsj.com/tech/ai/openai-and-microsoft-tensions-are-reaching-a-boiling-point-4981c44f
The Information: OpenAI Seeks New Financial Concessions From Microsoft, a Top Shareholder https://www.theinformation.com/articles/openai-seeks-new-financial-concessions-microsoft-top-shareholder?rc=kz8jh3
The Information: OpenAI Starts Selling ChatGPT at a Discount, Hurting Microsoft
https://www.theinformation.com/articles/openai-starts-selling-chatgpt-discount-hurting-microsoft?rc=kz8jh3
Data Center Dynamics: Crusoe secures $750m credit facility from Brookfield
https://www.datacenterdynamics.com/en/news/crusoe-secures-750m-credit-facility-from-brookfield/
The Information: Oracle CEO Says OpenAI’s Stargate Venture ‘Not Formed Yet’
https://www.theinformation.com/briefings/oracle-ceo-says-openais-stargate-venture-formed-yet?rc=kz8jh3

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