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It seems really weird to me that such granular intercorporate details are made publicly available (in a blog post?). I've never had to publicly state things like this when making corporate partnerships. That makes me wonder how much of this post is crafted solely for PR...




I believe MS declares Q1 earnings today, and there had been some rumblings that they were risking accounting / reporting liability by failing to characterize their material OpenAI stake.

What probably happened:

   1. MS's accountants raised a warning
   2. Existing agreement prohibited disclosure of terms
   3. MS told OpenAI that wasn't acceptable and MS needed to publicly report details today
   4. OpenAI coordinated release of this, to spin the narrative

It's always the earnings reports!



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