Hua Er Jie Jian Wen·2025-07-29 13:25Core Viewpoint - Microsoft is in deep negotiations with OpenAI to secure ongoing access to key technologies, particularly in light of OpenAI's goal to achieve Artificial General Intelligence (AGI) [1][2] Group 1: Negotiation Details - The current contract includes clauses related to AGI milestones, which could be triggered by technical or commercial achievements [2] - OpenAI's board has the authority to determine when AGI is reached, after which Microsoft would lose rights to technologies developed thereafter [2] - A commercial milestone requires OpenAI to demonstrate the ability to generate approximately $100 billion in total profits for investors, leading to a complete loss of Microsoft's rights to all OpenAI technologies [2] Group 2: Relationship Dynamics - The partnership between Microsoft and OpenAI has shifted from collaboration to competition, with both companies vying for the same customer base [4] - OpenAI has begun to seek ways to reduce its dependency on Microsoft, including partnerships with competitors for AI infrastructure [4] - Recent events, such as the firing and rehiring of OpenAI CEO Sam Altman, have strained Microsoft's confidence in the partnership [4] Group 3: Microsoft's Position - Microsoft has shown flexibility in negotiations, such as agreeing to relinquish some intellectual property rights during OpenAI's acquisition of a startup [5] - However, Microsoft took a firm stance during negotiations regarding OpenAI's acquisition of Windsurf, a programming startup, which ultimately fell through due to tensions between the two companies [5] - Microsoft is prepared to abandon negotiations if it deems the proposed equity share and contract changes insufficient, indicating a strong bottom line in the discussions [5]