Microsoft

3 articles tagged with "Microsoft"

OpenAI's Independence Strategy and the Path to IPO: 'Revenue Gross-Up' Concerns from the Microsoft Partnership Amendment, and an Investor View Insight

OpenAI's Independence Strategy and the Path to IPO: 'Revenue Gross-Up' Concerns from the Microsoft Partnership Amendment, and an Investor View

OpenAI's post-money valuation reached $852B in March 2026. I look at the Microsoft deal amendment, advertising push, Sora shutdown, and the Musk lawsuit through an investor lens.

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Reading the OpenAI and Anthropic IPOs Through an Investor Lens — Risks to Watch Before the Hype Insight

Reading the OpenAI and Anthropic IPOs Through an Investor Lens — Risks to Watch Before the Hype

Analyzing the upcoming OpenAI and Anthropic IPOs from an investor perspective, focusing on three key concerns: gross vs. net revenue recognition, circular transactions, and barter offsets.

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Amazon and Microsoft's Strategic Rivalry Over OpenAI — The Stateful vs Stateless Design Battle Insight

Amazon and Microsoft's Strategic Rivalry Over OpenAI — The Stateful vs Stateless Design Battle

Analyzing the strategic positioning of Microsoft (Azure) and Amazon (AWS) around OpenAI's API ecosystem, and the emerging contest for AI agent infrastructure dominance.

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