✅ Final Thoughts Friday for 2025-10-31
OpenAI on a $1T IPO path with a $250B Microsoft Azure tab
The story that completely eclipsed tech earnings week was OpenAI’s pivot.
OpenAI is now a very much for-profit, giving Microsoft a ~27% stake in exchange for a $250B+ Big MACC (Microsoft Azure Consumption Commitment), and putting a potential $1T IPO into motion.
Apparently, the pursuit of “benefit for all humanity” includes a vesting schedule.
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