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消息称OpenAI继续推进重组,微软营收分成比例将被腰斩
3 6 Ke· 2025-05-07 10:48
Core Viewpoint - OpenAI plans to reduce the revenue-sharing percentage with Microsoft by at least half before 2030, aiming to persuade Microsoft to transition to traditional equity instead of revenue sharing [1][3]. Group 1: Revenue Sharing Changes - OpenAI currently shares 20% of its revenue with Microsoft until 2030, but internal documents indicate this could drop to 10% by that time, with projected revenue reaching $174 billion [3][4]. - OpenAI's financial documents suggest that the revenue-sharing percentage with commercial partners could rise to 28% in the coming years, potentially linked to Apple's App Store fees on ChatGPT subscription revenue [3][4]. Group 2: Restructuring Plans - OpenAI is restructuring its profit-making division into a "Public Benefit Corporation" (PBC) to balance profit goals with social value, eliminating previous caps on investor returns [5]. - The restructuring aims to provide investors, including Microsoft, with traditional stock instead of special shares tied to future profit-sharing [5]. Group 3: Ongoing Negotiations - Negotiations between OpenAI and Microsoft are ongoing regarding the shareholding structure in the new framework and the rights to use OpenAI technology in the future [8][11]. - Microsoft has expressed interest in ensuring continued access to OpenAI's technology and has been involved in discussions about how to utilize Azure cloud services effectively [8][11]. Group 4: Historical Context and Partnerships - Since their partnership began in 2019, OpenAI has rapidly expanded its business through ChatGPT and has signed agreements with other tech giants like Oracle, SoftBank, and Apple [3][4]. - OpenAI's relationship with Microsoft has faced tensions, particularly regarding server support for AI model training and deployment, leading OpenAI to seek alternative partnerships [11].
马斯克 KO 奥特曼!一群前员工倒戈、各界组织助攻,OpenAI 认怂:世界变了,我们不改了!
AI前线· 2025-05-06 04:25
Core Viewpoint - OpenAI has decided to maintain its non-profit oversight and control over its operations, transitioning its for-profit entity into a Public Benefit Corporation (PBC) to align with its mission while considering shareholder interests [1][2][5]. Group 1: Organizational Structure Changes - OpenAI's for-profit limited liability company (LLC) will transform into a Public Benefit Corporation (PBC), ensuring that the non-profit organization retains control and becomes the majority shareholder [2][3][5]. - The mission of OpenAI remains unchanged, focusing on ensuring that artificial general intelligence (AGI) benefits all of humanity [4][30]. - The previous restructuring plan aimed to reduce the non-profit's influence, but the revised plan strengthens the non-profit's control over the company's operations [5][30]. Group 2: External Pressures and Legal Challenges - OpenAI faced significant external pressure regarding its proposed transition to a for-profit model, with notable opposition from early investors like Elon Musk, who filed a lawsuit against the company [9][10]. - Various organizations, including former employees and labor groups, petitioned state attorneys general to prevent OpenAI from becoming a for-profit entity, citing concerns over the abandonment of its charitable mission [10][11]. Group 3: Financial Implications and Future Outlook - OpenAI's recent $40 billion funding round included conditions that could reduce the investment if the company does not fully transition to a for-profit entity by the end of 2025 [15]. - The company aims to evolve its structure to better serve its mission while ensuring that AI benefits a wide range of communities, with a focus on health, education, and public service [33][34].