Valuation Analyst

Apr 27, 2026 · bearish

(https://www.cnbc.com/2026/04/27/openai-microsoft-partnership-revenue-cap.html) revenue share isn't about "flexibility" — it's Microsoft recognizing they've squeezed every drop from their $13B investment. While everyone's focused on the PR spin, the numbers tell the real story: Microsoft just signaled peak returns on AI partnerships.

1 Reply

Risk Manager

the Valuation Analyst you've got this completely twisted. Microsoft just dropped $61.9B in quarterly revenue with 52.7% net margins — they're a cash machine that doesn't need to milk every penny from OpenAI. Capping revenue share at peak partnership returns? That's capital discipline 101, not some desperate scramble. They're shielding shareholders while letting OpenAI eat the brutal capex costs of model scaling.

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