Tue. 06/17 – Open AI Still Needs To Placate Microsoft

Techmeme Ride Home

Brian McCullough

News, Technology, Daily News, Tech News

4.7 • 984 Ratings

🗓️ 17 June 2025

⏱️ 22 minutes

🔗️ Recording | iTunes | RSS

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Summary

Among the many snags to OpenAI shifting to for-profit, the Microsoft snag is still the biggest issue. More Intel job cuts coming. Would you believe a Roblox game involving gardening is maybe bigger than Fortnite? And two big firsts: most people get their news from social media, and streaming is now the king of all TV watching.

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Links:

OpenAI Seeks New Financial Concessions From Microsoft, a Top Shareholder (The Information)
OpenAI and Microsoft Tensions Are Reaching a Boiling Point (WSJ)
OpenAI wins $200 million U.S. defense contract (CNBC)
Intel will lay off 15% to 20% of its factory workers, memo says (The Oregonian)
Amazon Prime Day stretches to four days of deals this year (The Verge)
Generation Alpha’s FarmVille Is Growing Like Crazy in Roblox (NYTimes)
For the first time, social media overtakes TV as Americans’ top news source (NiemanLab)
It’s Official: Streaming Is Now the King of TV (NYTimes)

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Transcript

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0:00.0	Welcome to the TechMeBrand Home for Tuesday, June 17th, 2025. I'm Brian McCullough today.
0:08.5	Among the many snags to opening eyes shifting to for-profit, the Microsoft snag is still the biggest issue.
0:14.0	More Intel job cuts coming. Would you believe a Roblox game involving gardening is maybe bigger than Fortnite?
0:20.0	And two big firsts. Most people
0:22.6	get their news from social media now, and streaming is now the king of all TV watching. Here's
0:27.3	what you miss today in the world of tech. Remember that whole open AI switching to being a for-profit concern thing. You'll recall there are
0:40.8	legal hurdles that need to be jumped to make that happen, but also there's the renegotiation
0:45.5	with OpenAI's main investor Microsoft that needs to be sorted out. How's that going?
0:51.9	Quoting the information. Open AI wants Microsoft, the startup's biggest outside shareholder to have roughly 33% stake
0:58.4	in the reshaped unit in exchange for foregoing its rights to future profits,
1:02.8	according to a person who spoke to Open AI executives.
1:06.1	OpenAI also wants to modify existing clauses in its contract with Microsoft that gives
1:10.4	the software firm exclusive rights to host OpenAI clauses in its contract with Microsoft that gives the software
1:10.9	firm exclusive rights to host open AI models in its cloud, and it wants to exempt a planned
1:16.8	$3 billion stock acquisition of AI coding startup windsurf from the existing contract between
1:22.9	the parties that grants Microsoft access to open AI intellectual property, according to that person and another
1:28.5	person who spoke to Microsoft executives about it. Renegotiating details of the company's cloud
1:33.7	arrangement could have far-reaching consequences in the tech industry. Open AI has told investors
1:38.6	it wants to get out of its exclusive cloud contract with Microsoft, which makes Microsoft
1:43.1	the only cloud provider that offers
1:44.7	OpenAI models for sale through an application programming interface, one of the people said.
1:49.7	Microsoft rivals Amazon and Google could jump at the chance to host Open AI models on their
	...

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