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cover of episode OpenAI and Microsoft Tension Boils, Amazon’s Job Automation, Zuck’s Spending Spree

OpenAI and Microsoft Tension Boils, Amazon’s Job Automation, Zuck’s Spending Spree

2025/6/20
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A
Alex Kantrowitz
一位专注于技术行业的记者和播客主持人，通过深入采访和分析影响着公众对技术趋势的理解。
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Ranjan Roy
一位在 Margins 工作的科技新闻评论员和 podcast 主持人。
Topics
Alex Kantrowitz: 我认为OpenAI和微软之间的关系正变得越来越复杂，OpenAI希望摆脱微软的控制，并寻求微软对其转为营利性公司的批准。如果微软不批准，OpenAI可能无法获得软银的200亿美元投资。OpenAI甚至考虑指控微软存在反竞争行为，但这似乎是一种孤注一掷的尝试。目前，OpenAI欠微软20%的利润，如果两家公司不改变分成协议，微软到2030年可能会获得350亿美元的付款。OpenAI和微软在许多方面存在竞争，例如Copilot和ChatGPT Enterprise。OpenAI签署了协议，没有这项协议，OpenAI 根本不会存在。微软掌握着 OpenAI 的财务未来，因为它是一家资本密集型公司，需要资金来构建服务器和发展。 Ranjan Roy: 我认为从财务或合同角度来看，OpenAI没有太多的回旋余地，甚至没有筹码。OpenAI通过联邦贸易委员会或反竞争审查来进行干预，这感觉像是一种孤注一掷的尝试。目前，OpenAI 有望实现 100 亿美元的收入，但正在亏损，微软的份额来自利润，而不是收入。OpenAI和微软正在以令人难以置信的直接方式竞争，他们正在追求相同的用例、客户和受众。微软通过提供计算能力，凭借其作为科技巨头的规模，正在以一种反竞争的欺凌方式行事。OpenAI没有权利发号施令，因为他们不仅接受了这项协议，而且可能还推动了这项协议的达成。这种情况的展开正变得越来越成问题。我认为微软可能会说，他们不会让步，也不会让 OpenAI 获得这笔钱。这种情况今年可能会在某个方向上爆发。

Deep Dive

Chapters
OpenAI and Microsoft's partnership is strained as OpenAI seeks to loosen Microsoft's control and convert to a for-profit company. Negotiations are tense, leading OpenAI to consider accusing Microsoft of anti-competitive behavior. The conflict centers around control of AI products, intellectual property, and future profits.
  • OpenAI and Microsoft are in a dispute over their partnership.
  • OpenAI is considering accusing Microsoft of anti-competitive practices.
  • The conflict involves OpenAI's conversion to a for-profit company and control over intellectual property.
  • Microsoft holds a significant stake in OpenAI's future profits.

Shownotes Transcript

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) OpenAI and Microsoft's tension boils as business relationship grows complex 2) Is Microsoft being anticompetitive? 3) How much money OpenAI owes Microsoft 4) Who holds the power in the relationship? 5) OpenAI discounts ChatGPT enterprise 6) New study shows using ChatGPT leads to eroding critical thinking skills 7) Does ChatGPT help or hurt education? 8) Andy Jassy says AI will replace Amazon workers 9) Is this really just a ploy to get workers using AI tools? 10) Zuck hires more AI execs 11) Waymo arrives in NYC.... kinda

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