OpenAI vs. MS #MS #msft
OpenAI vs. MS #MS #msft
OpenAI vs. Microsoft: Sharing the same bed, dreaming different dreams (The real story behind the AI wars) "Run your AI on my land": Microsoft's chilling warning. Will OpenAI betray them? The Microsoft-OpenAI breakup: Future scenarios for the AI market you need to know. OpenAI vs. MS: Secretly enemies? Microsoft and OpenAI, who everyone thought were on the same team...
Everyone thought Microsoft and OpenAI were on the same team, but their relationship is on shaky ground. They formed an alliance over the massive future of AI, but now they've begun to turn on 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 two giants, you'll be left behind in the coming AI war. Today, we're going to uncover everything about their changing relationship and future scenarios that no one has told you.
#Microsoft #OpenAI #MS #AIWar #ITtrends #BigTech #SamAltman #SatyaNadella
"Run your AI on my land" 🤯 They were actually stabbing each other in the back. The real inside story of the AI war... shocking.
#AI #MS #OpenAI #TechTalk #Shorts MS: "Don't forget, you're running your AI on my land (servers)." OpenAI: "Screw this, I'm buying my own land!" In this battle of wills, who will ultimately win?
#AIWar #ITNews #BigTech #MS #OpenAI Right now, the AI industry may look calm on the surface, but a massive seismic shift is happening underneath. Microsoft and OpenAI, who everyone believed were a team, partners in destiny. Very clear cracks have begun to appear in their seemingly perfect relationship.
Microsoft is OpenAI's biggest investor, having poured in about $13 billion. This might seem like a huge win, but Microsoft's valuation has been sluggish compared to its peers. The cause might just be OpenAI.
This isn't just a power struggle between two companies. It's the prelude to the greatest war of all—a clash of money, power, technology, and infrastructure over the future of humanity: AI. It's a dangerous cohabitation between two giants, vying for supremacy over the most important technology of the 21st century. Today, we'll lay bare the real inside story that no one has told you—from the beginning of their history to their current conflict and the scenarios that will unfold in the future.
(Part 1: The Honeymoon Begins - The $13 Billion Alliance That Changed the World) This whole story begins back in 2019.
At the time, OpenAI had a grand dream of creating artificial general intelligence beneficial to humanity, but it was essentially a poor non-profit without the money or 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 lofty, but reality was cold.
Just then, Microsoft's CEO, Satya Nadella, appeared like a savior. From 2019 to the present, he has poured a staggering $13 billion, or over 17 trillion won, into OpenAI. The IT behemoth made an unprecedented bet, staking its very fate on an obscure startup that no one was paying attention to.
Why did Microsoft make such a massive 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 a game-changer to flip the script.
Satya Nadella saw that potential in Sam Altman and his team's technology. So he made a bold decision. MS would exclusively provide money and its vast cloud service, Azure, and in return, it would receive a 49% stake in OpenAI's for-profit arm and the exclusive right to integrate their AI technology into its own products at will. In essence, they bought the very heart of OpenAI.
For OpenAI, this was an offer they couldn't refuse. Thanks to MS, they no longer had to worry about money and could focus solely on their research: developing AGI for the benefit of humanity. Thus began the seemingly perfect alliance between the pragmatist MS with its vast capital and the tech idealist OpenAI with its grand vision. And this alliance, as everyone knows, would go on to change the world forever with a creation called 'ChatGPT'.
(Part 2: The Beginning of the Cracks - Money, Power, and Betrayal) But no alliance lasts forever. As ChatGPT's success transformed OpenAI from a simple research lab into a corporate giant valued in the tens of billions, the two titans' dreams began to diverge. They slowly shifted from partners to competitors.
The first crack to appear on the surface was the battle to acquire 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 GitHub Copilot." But Sam Altman refused. "No. This is a unique asset that OpenAI is acquiring independently. We can't give it to you." As a result of this power struggle, the deal fell through, and Windsurf was 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 swallow it whole. It was the moment their true intentions collided head-on for the first time.
Through this incident, OpenAI learned a painful lesson: "If we rely too much on MS, we could lose everything."
From then on, OpenAI began to stray. Breaking their past promise to use only MS Azure, they signed a massive deal with Oracle, MS's biggest cloud competitor. They even started pursuing a 100-trillion-won datacenter project called Stargate with SoftBank. This was a de facto declaration of independence, saying, "We will no longer live as tenants on your land. We will build our own."
Microsoft didn't just stand by. Consumed by a sense of betrayal, they immediately retaliated. They invested $4 billion, about 5 trillion won, in Anthropic, OpenAI's biggest rival, becoming its second-largest shareholder. Then they began to integrate 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 if it's not you, there are plenty of other smart AIs to replace you. If you mess with us, we can build up your competitor and kill you."
(Part 3: The Present and Future - A Dangerous Cohabitation) Currently, the relationship between the two companies can be summed up in one phrase: landlord and tenant.
OpenAI makes money by selling the future possibility of AGI (Artificial General Intelligence), a potential 1,300-trillion-won market. They are a company that sells invisible algorithms and models. But MS is a real-world landlord that already owns the physical land—over 300 massive data centers around the world—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 (Initial Public Offering). It's a grand plan to shed its unusual governance structure as a non-profit and transition to a public-benefit corporation, attracting more investment to become fully 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 to OpenAI's technology and revenue sharing.
Ultimately, the AI war will not be decided by a performance battle of who has the smarter model, but will come down to a giant battle for territory: who has more infrastructure.
In this fight, can OpenAI succeed in its bid for independence and build a third empire? Or will it ultimately be tamed by the logic of capital, becoming the most powerful tech division within the vast empire of Microsoft?
Oh, and on a side note, I'm curious why Microsoft doesn't create its own LLM. 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 huge boon and send their stock price soaring. This small Microsoft shareholder is 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 all. We need to look beyond the technology itself to see where the real-world power that moves it lies. Developing the insight to read this grand chessboard will be the most crucial survival strategy for all of us living in the age of AI.
How do you predict the future of this dangerous cohabitation?
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Originally published on YouTube: 10/29/2025