[alexdoesstuff]

It's kind of shocking, given financial transparency, that Microsoft gets away with not disclosing any details of this agreement (or the one it is replacing) to its shareholders. We know there's a cap on the revenue share from OpenAI to Microsoft, but we have no idea what that cap is (not whether it's higher, lower, or unchanged from the prior agreement).

We have no idea what it means to be the "primary cloud provider" and have the products made available "first on Azure". Does MSFT have new models exclusively for days, weeks, months, or years?

Both facts and more details from the agreement are quite frankly highly relevant to judge whether this is a net positive, negative or neutral for MSFT. It's unbelievable that the SEC doesn't force MSFT to publish at least an economic summary of the deal.

[trvz]

It’s American Business as usual. Personally I’m miffed how little data Apple needs to provide about product categories, and especially about how much they’ve burnt on the car program. If they shared any data about that at all some the leadership might end up having to take responsibility for mismanagement…