[swalkergibson]

MSFT dropped over 1% in two minutes, and Monday is almost certainly going to feature more selling.

If I am Vanguard, I am on the phone right now with Satya telling him to get control of this shitshow of a BOD before it nukes my positions.

[_lvbh]

Why should Ilya care about Vanguard’s positions? The board he sits on is the non-profit one.

[takinola]

That's not how this works. OpenAI took investments for a reason. They benefit from the MSFT relationship. Harming that relationship will be bad for them (maybe not catastrophically bad, but significantly bad). I would be surprised if the relationship is not strained after this event since they have almost certainly created a major headache for MSFT (Satya is almost certainly fielding questions from his own board about this).

[adastra22]

I’m pretty sure it’s catastrophically bad. OpenAI’s deal with Microsoft happened when ChatGPT took off at insane rates and OpenAI experienced scaling troubles. There was literally no one except a handful of cloud operators—Google, Amazon, Microsoft, etc. who could provide enough GPUs to keep things running. Microsoft basically stepped in and said “we’ll provide the GPUs and pay the hosting bill for half the profits.” OpenAI now runs everything, from ChatGPT inference to GitHub copilot to GPT-5 training on Azure GPU instances.

If Satya is as pissed as it sounds like he is, and if Ilya et al double down on their madness, Microsoft could back out and shut that all off tomorrow. OpenAI would be dead in the water, with no running product and no path to recovery.

[swalkergibson]

Nothing happens in a vacuum.

Professional boards of directors are supposed to be attentive to the risks to the organization as a whole, regardless of whatever weird ass governance structure exists.

Blowing out your CEO on a Friday afternoon and then accusing him of lying is not the way to do this, and they are likely to find out why come Monday morning at about 9:30AM Eastern.