OpenAI vs. Microsoft #pm #planner #marketer
OpenAI vs. Microsoft #pm #planner #marketer
OpenAI vs. Microsoft: Same bed, different dreams (The true story of the AI wars) "Your AI runs on my land." MS's chilling warning. Will OpenAI betray them? The MS & OpenAI breakup: Future scenarios for the AI market you need to know. OpenAI vs. MS: Actually enemies? Everyone thought Microsoft and OpenAI were on the same team.
Everyone believed Microsoft and OpenAI were a single team, but their relationship is looking shaky. They formed an alliance for the grand future of AI, but now they've started pointing swords at each other. "No matter how smart an AI you create, the electricity and servers to run it are in my hands." Microsoft's quiet warning. And OpenAI's dangerous tightrope walk as it dreams of independence. If you don't understand the true meaning hidden behind this power struggle between these two giants, you'll be the only one left behind in the coming AI war. Today, we'll uncover everything about their changing relationship and future scenarios that no one has told you about.
#Microsoft #OpenAI #MS #AIWar #ITtrends #BigTech #SamAltman #SatyaNadella
"Your AI runs on my land." 🤯 The truth is, they were stabbing each other in the back. The real inside story of the AI wars...
#AI #MS #OpenAI #ITgossip #Shorts MS: "Don't forget, your AI runs on my land (servers)." OpenAI: "Screw this, I'm buying my own land!" Who will ultimately win this power struggle?
#AIWar #ITNews #BigTech #MS #OpenAI Right now, the AI industry may seem calm on the surface, but a massive tectonic shift is happening underneath. Microsoft and OpenAI, who everyone believed were on the same team, a community of fate. Very clear cracks have begun to appear in their seemingly perfect relationship.
Microsoft is OpenAI's largest investor, having invested about $13 billion. While this seems like a huge plus, its recent corporate value seems to be stagnating compared to other companies. The cause might just be OpenAI.
This isn't just a power struggle between two companies. It's the prelude to the biggest war of all, where money, power, technology, and infrastructure collide over the future of humanity: AI. The dangerous cohabitation of two giants over the supremacy of the 21st century's most important technology. Today, I'm going to lay bare the real inside story that no one has told you, from the beginning of their history to the current conflict and the future scenarios that will unfold.
(Part 1: The Honeymoon Begins - The $13 Billion Alliance That Changed the World) This whole story goes back to 2019.
At the time, OpenAI had a grand dream of beneficial AI for humanity, but it was practically a poor non-profit organization without the money and computing power to realize that dream. The cost of electricity and servers to train a large language model just once was, quite literally, astronomical. Their ideals were high, but reality was cold.
It was then that Microsoft's CEO, Satya Nadella, appeared like a savior. From 2019 to the present, he has poured a staggering $13 billion, over 17 trillion Korean won, into OpenAI. An IT behemoth made an unprecedented bet, staking its own fate on an unknown startup that no one was paying attention to.
Why did Microsoft make such a huge gamble?
At the time, MS was suffering from a severe sense of crisis, lagging behind Amazon in the cloud market and Google in AI technology. The era of Windows and Office was fading, and they desperately needed a new growth engine. They needed one big hit to turn the tables at once.
Satya Nadella saw that potential in the technological prowess of Sam Altman and his team at OpenAI. So he made a bold decision. MS would exclusively provide money and its vast cloud service, Azure, and in return, it would get a 49% stake in OpenAI's for-profit entity and the exclusive right to integrate their AI technology into its own products at will. In essence, they bought OpenAI's heart.
For OpenAI, this was an offer they couldn't refuse. Thanks to MS, they could stop worrying about money and focus solely on their research: developing AGI for humanity. Thus began the seemingly perfect alliance between the realist MS, with its vast capital, and the tech idealist OpenAI, with its grand vision. And this alliance changed the world forever with a product everyone knows: 'ChatGPT'.
(Part 2: The Beginning of the Cracks - Money, Power, and Betrayal) But no alliance is forever. As ChatGPT's success transformed OpenAI from a simple research lab into a massive corporation worth tens of billions of dollars, the two giants' dreams began to diverge. They went from partners to, gradually, competitors.
The first crack to surface was the bidding war for Windsurf.
When OpenAI tried to acquire the AI coding startup Windsurf for 3 trillion won, MS put the brakes on it. "Wait a minute. According to our contract, we should have access to all the tech IP you acquire. That company's technology should naturally be integrated into our MS GitHub Copilot." But Sam Altman refused. "No. This is a unique asset that OpenAI is acquiring independently. We can't give it to you." This power struggle ultimately caused the deal to fall through, and Windsurf dissolved. MS was furious that the child it had raised was no longer listening, and OpenAI felt a sense of crisis that MS was trying to devour it. It was the moment their true intentions collided head-on for the first time.
OpenAI learned a bitter lesson from this incident. "If we rely too much on MS, they could take everything from us." From then on, OpenAI started looking elsewhere. Breaking their past promise to use only MS Azure, they signed a massive deal with Oracle, MS's biggest cloud competitor. They even joined hands with SoftBank to push for a massive $100 billion datacenter project called Stargate. This was, in effect, a declaration of independence: "We won't just be tenants on your land anymore. We'll build our own."
Microsoft didn't just stand by. Consumed by a sense of betrayal, they immediately launched a counter-attack. They invested $4 billion, about 5 trillion won, in OpenAI's biggest rival, Anthropic, becoming its second-largest shareholder. And they started integrating not only OpenAI's GPT models but also Anthropic's Claude models into their core AI assistant, Copilot, giving users a choice. This was a chillingly clear warning to OpenAI. "Even without you, there are plenty of other smart AIs to replace you. If you challenge us, we can nurture your competitor to kill you."
(Part 3: The Present and the Future - The Two Giants' Dangerous Cohabitation) Currently, the relationship between the two companies can be summed up as that of a landlord and a tenant.
OpenAI makes money by selling the future potential of AGI (Artificial General Intelligence). They are a company that sells invisible algorithms and models. But MS is a real-world landowner, already possessing over 300 massive data centers worldwide—the physical land where AI can run. MS is quietly saying, "No matter how smart an AI you create, the electricity and servers to run it 24/7—the infrastructure—is all in my hands. If I pull the plug, your genius brain just stops."
To break free from these fatal shackles, OpenAI is preparing for an IPO. It's a grand plan to shed its unusual governance structure as a non-profit for humanity, transition to a public-benefit corporation, attract more investment, and become completely independent from MS, both financially and technologically. The two companies recently signed a non-binding memorandum of understanding (MOU) on this structural change, but they are still engaged in fierce behind-the-scenes negotiations over key conditions like access rights to OpenAI's technology and revenue sharing.
Ultimately, the end of the AI war won't just be a performance battle of who has the smarter model, but a massive turf war over who has more infrastructure. In this fight, will OpenAI succeed in its bid for independence and build a third empire? Or will it eventually be tamed by the logic of capital, becoming the most powerful tech division within the vast empire of MS?
Oh, and as an aside, I'm curious why Microsoft doesn't create its own LLM model. Amazon is doing it, Google is doing it... They have the technology, the money, and the infrastructure. Why not? It seems like it would be a great move and would boost their stock price. As a minority shareholder in Microsoft, I'm very curious. If anyone knows, please let me know in the comments. I'd really appreciate it!
The battle of these giants poses a very important question for us. We need to look beyond the technology itself and see where the real-world power that moves that technology lies. Developing the insight to read this grand chessboard will be the most crucial survival strategy for all of us living in the AI era.
How do you predict the future of this dangerous cohabitation?
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Originally published on YouTube: 10/28/2025