How Microsoft Won in Its Revised Deal With OpenAI
Episode description
Microsoft restructured its agreement with OpenAI, and Ram Ahluwalia has a clear verdict: Microsoft won.
In this segment from Bits + Bips, Ram explains the three things Microsoft secured from the new deal, walks through the contract-breach context that shifted the negotiating leverage, and argues that Microsoft now holds a free call option on all of OpenAI's future model development, at no additional cost.
Chris Perkins (@perkinscr97) — Co-Founder & Managing Partner, 250 Digital Asset Management
Ram Ahluwalia (@ramahluwalia) — CEO, Lumida Wealth
This clip is from a longer conversation on markets, tech earnings, DeFi security, and prediction markets. Full episode here: https://youtube.com/live/GE_847Xrj9E
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