Marcus Schuler / implicator - Microsoft buried OpenAI losses in a $4.7B catch-all line without disclosing stake size, fair value, or revenue mechanics—despite a partner now worth $500B. Investors can't map exposure or returns. The gaps are fixable and overdue.
Back to Top / Monday, October 27, 2025, 8:23 am / permalink 15445 / 3 stories in 4 months
OpenAI restructures amid deeper Microsoft partnership / 4 months
Microsoft Q3 earnings show robust cloud growth amid mixed signals / 4 months
OpenAI targets $20B revenue amid massive data center deals / 4 months
Salesforce earnings update shows robust AI pipeline / 3 months
Microsoft AI Sales Miss Targets, Affecting Stock Performance / 3 months
OpenAI Strikes Monumental $38B AWS Cloud Computing Deal / 4 months
OpenAI Eyes Up-to-$1T IPO with Strategic Partnerships / 4 months
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