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The Divorce that Will Define AI: Why OpenAI Will Leave Microsoft

The only thing more expensive than building AGI is renting it from someone who doesn’t need you

Dave Friedman's avatar
Dave Friedman
May 11, 2025
∙ Paid

OpenAI was Microsoft’s smartest investment, and its most dangerous dependency.

For the past two years, Microsoft has enjoyed an uncanny run. It leapt ahead of Google by integrating GPT-4 into Bing before Gemini had a name. It embedded large language models across the Office suite with Copilot. It scaled Azure to meet the surging demand for inference. It …

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