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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
We go live every Monday at 4:30pm ET — subscribe to catch it live.
If you haven’t yet, be sure to subscribe to Bits + Bips, since the show
Learn more about your ad choices. Visit megaphone.fm/adchoices
By Laura Shin4.6
11851,185 ratings
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
We go live every Monday at 4:30pm ET — subscribe to catch it live.
If you haven’t yet, be sure to subscribe to Bits + Bips, since the show
Learn more about your ad choices. Visit megaphone.fm/adchoices

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