Microsoft & OpenAI: A Love/Hate Story
The ongoing epic tale that has shaped the current state of AI...
It started with an investment and now it's seemingly ending in a bitter fight over equity and control and everything else in between...
June 2025
OpenAI and Microsoft Risk Open War
Forget biting hands and back-stabbing, this fight keeps escalating…
M.G. Siegler
May 2025
The Stargate Data Center Layer Cake
JPMorgan -> Crusoe -> Blue Owl -> Oracle -> NVIDIA -> SoftBank -> OpenAI ->…
M.G. Siegler
OpenAI’s Second CEO Tasked With A Lot of First CEO Stuff
How this awkward “number two” role may play out…
M.G. Siegler
Microsoft Zoom, Zoom, Zooms to the Defensive About AI
This is not such a great look and posture for the company…
M.G. Siegler
“Not a Normal Company”
But OpenAI may finally be making moves towards becoming one…
M.G. Siegler
Microsoft’s OpenAI Equity Jigsaw Puzzle
With the non-profit maintaining a controlling stake and an FMV floor set by Elon Musk, OpenAI still has a hell of a challenge…
M.G. Siegler
OpenAI Attempts to Have Their For-Profit Cake and Eat It Too
OpenAI leaves the for-profit path, maybe, with a trail of questions…
M.G. Siegler
Big Tech’s Big Stakes in Big AI
As the valuations get bigger, the stakes go higher, quite literally…
M.G. Siegler
April 2025
Hey Jealousy
Are OpenAI and Microsoft back bickering yet again?
M.G. Siegler
Why Buy the Llama When You Can Get the Model For Free?
Meta would like their rivals’ help in offsetting their AI costs. Good luck.
M.G. Siegler
March 2025
That Loving Feeling
OpenAI’s product launches are stirring something which Apple hasn’t in a while
M.G. Siegler
My God, It’s Full of Stargates
xAI and NVIDIA join another $100B AI data center initiative…
M.G. Siegler
The Curious Case of Amazon’s Anthropic Stake
Using Google’s stake to back into Amazon’s likely much larger stake…
M.G. Siegler
Bing When You’re Winning
Microsoft had a window to win consumer AI — and perhaps the future of search
M.G. Siegler
The OpenAI Constellations
The out-of-this-world funding numbers in OpenAI’s orbit
M.G. Siegler
Might Microsoft Be Gearing Up to ‘Clippy’ the Consumer Copilot?
Personally, I’m hoping for a more ‘Microsoft Bob’-like experience…
M.G. Siegler
Apple Should Swap Out Siri with ChatGPT
Not forever, but for now. Until a new, better Siri is actually ready to roll — which may be *years* away…
M.G. Siegler
February 2025
OpenAI’s EQ Upgrade to Hold Us Over to the IQ Upgrade
They’re clearly angling GPT-4.5 as being an emotionally intelligent update about getting the “vibes” right
M.G. Siegler
Early Provocative AI Chatbots, Revisited
Two years ago, we were up in arms over Bing’s AI “Sydney”…
M.G. Siegler
The Art of the Old Deal
Tim Cook calls up some old plays to deflect Trump’s tariffs…
M.G. Siegler
AI Data Center Demand Isn’t Collapsing, It’s Shifting
For now, at least, this news just seems to be Microsoft offloading OpenAI needs to SoftBank, Oracle, and others…
M.G. Siegler
Microsoft Outsources OpenAI’s Ambitions to SoftBank
There’s a new capital partner in town as they march towards ‘superintelligence’
M.G. Siegler
The One AI to Rule Them All
Trying to grok the outlook for general-purpose consumer AI…
M.G. Siegler
What You DeepSeek Is Seeking You
Two weeks after the latest AI panic, has anything really changed?
M.G. Siegler
Elon Musk Shoves Another Chaos Wrench in OpenAI’s Gears
Can he even buy a non-profit? Does it matter?
M.G. Siegler
Observations About Sam Altman’s Observations
He’s seeking for something deep…
M.G. Siegler
The $500B Phone Call
When Sam called Donald behind Elon’s back and secured funding
M.G. Siegler
The IPOpenAI
A step-back way to frame OpenAI’s rumored mega raise…
M.G. Siegler
January 2025
SoftBank, Indeed
10 thoughts on OpenAI’s would-be new massive funding round…
M.G. Siegler
Post-Explosion, Seeking the DeepSeek Fallout
A guess: DeepSeek itself will matter less than the reaction to it…
M.G. Siegler
Should Apple Switch Off Siri?
In our Age of AI, Siri continues to embarrass Apple…
M.G. Siegler
AI, Uh, Finds a Way
Has DeepSeek changed the AI game or just some equations?
M.G. Siegler
Microsoft Back on the Clock for TikTok
This time, they’d potentially partner with Oracle (perhaps Elon too?)…
M.G. Siegler
From ‘Space Balls’ to ‘Stargate’
Elon Musk backing out of Oracle’s project opened the datacenter door to OpenAI…
M.G. Siegler
‘Stargate’ Squares Some AI Circles
OpenAI, Microsoft, SoftBank, Oracle, Trump, MGX, ARM, and NVIDIA all get double-dip wins in the announcement
M.G. Siegler
December 2024
10 Big Predictions for 2025
One of which may actually happen…
M.G. Siegler
Being for the Benefit of OpenAI
OpenAI’s shift to a for-profit is messy, complicated, conflicted, and yet necessary
M.G. Siegler
Might Microsoft Make Another Run at TikTok?
A deal makes more sense in 2024 than it did in 2020…
M.G. Siegler
November 2024
The Race for AI Independence
Amazon, Apple, Google, Meta, and Microsoft all wish to break away from each other. As does OpenAI. With everyone needing to break free from NVIDIA.
M.G. Siegler
OpenAI’s Potentially Massive iOS ChatGPT Upsell
As the integration nears, we see how the (business) model will work…
M.G. Siegler
October 2024
The War of the AI Roses
Microsoft and OpenAI increasingly make strange bedfellows…
M.G. Siegler
OpenAI Must Scale a Massive Money Mountain
Projections alone suggest perhaps another $25B needed from here…
M.G. Siegler
OpenAI’s Space Race
Server space, that is... still against, Elon Musk, naturally
M.G. Siegler
Microsoft’s Awkward AI
There’s a Copilot for that…
M.G. Siegler
A Matter of Trust
Microsoft’s new AI is asking and promising a lot…
M.G. Siegler
September 2024
The Art of the OpenAI Deal
Thinking through their numbers and those deal terms…
M.G. Siegler
Apple Balks and Walks from OpenAI Investment
It was an obvious investment that was always potentially problematic; add more chaos into the mix and... poof!
M.G. Siegler
The Microsoft AI Newscaster
The company is clearly trying to create a daily consumer habit…
M.G. Siegler
OpenAI’s Wild Ride
Chaos is a series of coincidences?
M.G. Siegler
The Fellowship of the AI
9 companions: the US teams up with the biggest American AI firms…
M.G. Siegler
Does Microsoft Have an AI Problem?
It’s early, but there sure is a lot of smoke billowing…
M.G. Siegler
OpenAI’s Messy Metamorphosis
As it morphs from the non-profit past to the must-profit future…
M.G. Siegler
August 2024
Apple and OpenAI Now Have a Way for Money to Change Hands
Apple’s investment in OpenAI would effectively be paying for ChatGPT
M.G. Siegler
*Of Course* Apple is Investing in OpenAI
The writing was on the wall -- also it was on Spyglass…
M.G. Siegler
Microsoft’s Hedge Against OpenAI
Connecting all the obvious dots…
M.G. Siegler
OpenAI Generates More Turmoil
It’s probably time to change that non-profit structure for good…
M.G. Siegler
TikTokward
How many red flags can we count in the Microsoft/TikTok AI spend news?
M.G. Siegler
July 2024
The Ground Shifts Under AI’s Feet
A continued push towards products as the arms race evolves…
M.G. Siegler
Nothing Boring About OpenAI’s Board
Apple’s role rescinded, Microsoft’s role renounced…
M.G. Siegler
Apple Set to be in the Room Where OpenAI Happens
Apple entering OpenAI’s boardroom is all sorts of interesting and wild!
M.G. Siegler
June 2024
Distribution Runs Thicker...
Meta in talks for ‘Apple Intelligence’ wouldn’t be a huge shock. Maybe.
M.G. Siegler
Apple Fails to Overreact to the AI Revolution
A podcast about WWDC…
M.G. Siegler
Can Microsoft Build ‘Apple Intelligence’ in Reverse?
The countdown to ‘Microsoft Intelligence’ feels on. Sorry, OpenAI.
M.G. Siegler
ChatGPT is Free as in Beer for Apple, Right Now
But let’s see what happens if it proves popular…
M.G. Siegler
ChatGPT Will Test Apple’s Fences
Apple is opening itself up to a lot of gray area with AI…
M.G. Siegler
Big Mad Over OpenAI and Apple
Elon Musk rides the ballistic boat down Apple’s river
M.G. Siegler
Hey Siri, Who Powers You Now?
How Apple might handle their partnership with OpenAI…
M.G. Siegler
“Microsoft? Never Heard of Em.”
Will the Inflection totally not a deal come back to bite Microsoft?
M.G. Siegler
Apple Opts-In to OpenAI
...and you’ll apparently have to as well
M.G. Siegler
May 2024
Will OpenAI Bite the Microsoft Hand That Feeds?
A sense of tension between the two sides is inescapable
M.G. Siegler
April 2024
Might Apple Rock and Pop OpenAI on Stage at WWDC?
Let’s remember 15 years ago…
M.G. Siegler
March 2024
This is Expensive Coffee
Microsoft Agreed to Pay Inflection $650 Million While Hiring Its Staff
Microsoft doesn’t want its plan to hire two of Inflection AI’s co-founders and most of its 70-person staff to be seen as an acquisition... The Information
Jessica E. Lessin, Natasha Mascarenhas, & Aaron Holmes Just to follow-up on
M.G. Siegler
What Was the Point of Inflection?
Microsoft Hires DeepMind Co-founder Mustafa Suleyman from Inflection to Run Consumer AI
He’s reporting to Satya Nadella and bringing on most staff from his Inflection AI startup... Techmeme
Various Headlines So many questions about this Microsoft/Inflection deal. Wait a minute, strike that. There is no deal. Well, there may
M.G. Siegler
Microsoft to NYT: Shut Your “Doomsday Futurology” Traps
Microsoft Derides the New York Times’ AI Lawsuit
Microsoft has accused The New York Times of “doomsday futurology” for predicting that ChatGPT could ruin the news business The Financial Times
Joe Miller Well this is sort of fun – these are words Microsoft’s lawyers actually used in responding to a lawsuit
M.G. Siegler
It Depends What the Meaning of the Acronym ‘AGI’ Is
Elon Musk Sues OpenAI for Violating the Company’s Principles
Musk said the prominent A.I. start-up had put profits and commercial interests ahead of seeking to benefit humanity. NYT
Adam Satariano, Cade Metz & Tripp Mickle When the news first hit, it was almost a throwaway – of course Elon Musk
M.G. Siegler