Felix Wang, CFA

🚨 MICROSOFT ABOUT TO SUE OPENAI & AMAZON >be microsoft >invest $1B in openai >gets exclusive azure cloud deal >invest another $10B+ >gets rights to 49% of profits +IP >Azure goes brrrrrr >Altman lies to board, quietly launches ChatGPT >board fires him for being a lying manipulative snake >Satya goes to war for Altman. saves his entire career >Altman retvrns in 5 days >immediately purges everyone who purged him >full control. no oversight. thanks Satya! >fast forward to 2025 >OpenAI restructures from non-profit to PBC >MSFT $13.8B is now worth $135B. 10x return >plus 27% of OpenAI >but gives up cloud exclusivity + profit share >KEEPS API clause >all API calls contractually MUST route through Azure >Satya thinks life is good lol >5 months later >Sam Altman becomes strong enough to betray you >"raises $110B round" >doesn't need satya daddy's money anymore >announces $50B deal with AMAZON >$138B in AWS cloud commitments >amazon and openai claim they built some cope called a "Stateful Runtime Environment" >Microsoft lawyers hmmm >Altman: it's not what it looks like. i can totally explain >so it's technically not an API call because it's "stateful" >and it's a... "Runtime Experience" >totally di!erent thing >pls ignore the TCP packets lol >Microsoft engineers look at the SRE architecture >"THIS IS NOT TECHNICALLY POSSIBLE without violating the contract." *Satya finds out he's been cucked* Microsoft exec literally tells FT: "We know our contract. We will sue them if they breach it." >AWS quietly gives employees a memo on which words are legally safe lmao >can say: "powered by" or "enabled by" or "integrates with" OpenAI >cannot say: "enables access to" or "calls on" ChatGPT >also cannot suggest frontier models are "available on AWS" Microsoft: "If Amazon and OpenAI want to take a bet on the creativity of their contractual lawyers, I would back us, not them." Scam Altman strikes AGAIN.

JUST IN: Meta announces they'll be shutting down the Metaverse

Working on 2 Long ideas tomorrow - one Asian, one British. Pitch/presentation on Monday

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