4 ms·

The original "AGI" agreement was always a bit suspect and open to wild interpretations. I think this is good for OpenAI. They're no longer stuck with just Micr

The original "AGI" agreement was always a bit suspect and open to wild interpretations. I think this is good for OpenAI. They're no longer stuck with just Microsoft. It was an advantage that Anthropic can work with anyone they like but OpenAI couldn't.

Handy-Man 6mo ago
It also restricted Microsoft from "partnering" with anyone else. Wouldn't be surprised if we see another news like Amazon, Alphabet investing in Anthropic.
- aurareturn 6mo ago
  I don't think Microsoft ever had that restriction. They partnered with everyone already. https://blogs.microsoft.com/blog/2025/11/18/microsoft-nvidia-and-anthropic-announce-strategic-partnerships/ https://blogs.microsoft.com/blog/2025/11/18/microsoft-nvidia... https://azure.microsoft.com/en-us/blog/deepseek-r1-is-now-available-on-azure-ai-foundry-and-github/ https://azure.microsoft.com/en-us/blog/deepseek-r1-is-now-av... https://ai.azure.com/ https://ai.azure.com/
  - utopiah 6mo ago
    Also Mistral e.g. https://azure.microsoft.com/en-us/blog/microsoft-and-mistral-ai-announce-new-partnership-to-accelerate-ai-innovation-and-introduce-mistral-large-first-on-azure/ https://azure.microsoft.com/en-us/blog/microsoft-and-mistral... AFAICT they are just hedging their bets left and right still. Also feels like they are winning in the sense that despite pretty much all those products being roughly equivalent... they are still running on their cloud, Azure. So even though they seem unable to capture IP anymore, they are still managing to get paid for managing the infrastructure.
    - delecti 6mo ago
      Are they getting paid in actual money? Or are the AI companies "paying" their infrastructure bills with IOU/equity.
      - utopiah 6mo ago
        Those companies are so advanced they get paid in the promise of future tokens. /$
  - Handy-Man 6mo ago
    Yeah my bad, I was misremembering, it was about investing in others and pursuing its own "AGI" efforts. But even those conditions were updated over the last two years, hence the small investment in Anthropic last year.
  - philipwhiuk 6mo ago
    They had it till October: https://blogs.microsoft.com/blog/2025/10/28/the-next-chapter-of-the-microsoft-openai-partnership/ https://blogs.microsoft.com/blog/2025/10/28/the-next-chapter...
- dahcryn 6mo ago
  I think it was a lot less restrictive, as far as I understood, the only limit was Microsoft not being allowed to launch competing Microsoft-developed LLMs.

Handy-Man 6mo ago

It also restricted Microsoft from "partnering" with anyone else. Wouldn't be surprised if we see another news like Amazon, Alphabet investing in Anthropic.

aurareturn 6mo ago
I don't think Microsoft ever had that restriction. They partnered with everyone already. https://blogs.microsoft.com/blog/2025/11/18/microsoft-nvidia-and-anthropic-announce-strategic-partnerships/ https://blogs.microsoft.com/blog/2025/11/18/microsoft-nvidia... https://azure.microsoft.com/en-us/blog/deepseek-r1-is-now-available-on-azure-ai-foundry-and-github/ https://azure.microsoft.com/en-us/blog/deepseek-r1-is-now-av... https://ai.azure.com/ https://ai.azure.com/
- utopiah 6mo ago
  Also Mistral e.g. https://azure.microsoft.com/en-us/blog/microsoft-and-mistral-ai-announce-new-partnership-to-accelerate-ai-innovation-and-introduce-mistral-large-first-on-azure/ https://azure.microsoft.com/en-us/blog/microsoft-and-mistral... AFAICT they are just hedging their bets left and right still. Also feels like they are winning in the sense that despite pretty much all those products being roughly equivalent... they are still running on their cloud, Azure. So even though they seem unable to capture IP anymore, they are still managing to get paid for managing the infrastructure.
  - delecti 6mo ago
    Are they getting paid in actual money? Or are the AI companies "paying" their infrastructure bills with IOU/equity.
    - utopiah 6mo ago
      Those companies are so advanced they get paid in the promise of future tokens. /$
- Handy-Man 6mo ago
  Yeah my bad, I was misremembering, it was about investing in others and pursuing its own "AGI" efforts. But even those conditions were updated over the last two years, hence the small investment in Anthropic last year.
- philipwhiuk 6mo ago
  They had it till October: https://blogs.microsoft.com/blog/2025/10/28/the-next-chapter-of-the-microsoft-openai-partnership/ https://blogs.microsoft.com/blog/2025/10/28/the-next-chapter...
dahcryn 6mo ago
I think it was a lot less restrictive, as far as I understood, the only limit was Microsoft not being allowed to launch competing Microsoft-developed LLMs.