I want to unpack a little bit what's going on with Open AI.

This news just recently broke.

So Microsoft is going to remain OpenAI's primary cloud partner.

And Open.

I was going to ship products will ship first on Azure.

Microsoft is going to continue to have a license to OpenAI IP for models and products through 2032.

But Microsoft's license is no longer going to be non-exclusive.

Microsoft will no longer pay a revenue share to OpenAI,

and the revenue share payments from OpenAI to Microsoft will continue to 2030,

independent of OpenIIs a technical progress.

So this seems like, you know, what's your take on all this?

Is this friendly, like, hey, we're both, like, we agree to disagree. We're, you know, how do you think about it?

I'm just a coupleing or whatever you call it. Yeah. Yeah, this is, let's do winners and losers on this.

Like, overall, Microsoft's a winner here.

You know, as you know, when a startup cuts a deal with the big corporate, the corporates

bring their M&A and CorpDeft team and they ink a paper-tight contract that protects

them many ways to Sunday.

And Microsoft was the purse funding Open AI for such a long time,

and they had wins because the Microsoft Cloud would benefit from all of the Open AI's development.

Now here's a couple things. So one is Microsoft doesn't have to spend money and do a rest for

open AI. So their expenses linked to Open AIA are going to drop.

Number two, they're going to enjoy revenue from Open AIA through 2030.

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