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š OpenAI and Microsoft Are Playing Poker
OpenAIās restructuring, Microsoftās resisting
GM! Itās Brett again. I now have a CTO, CMO, CFO, and Executive Coach - and none of them are real people.
Recently, a founder friend told me, āI talk to ChatGPT more than my cofounders.ā That hit hard. Iām solo, non-technical founder, and there are questions I either canāt or shouldnāt bug my team with.
So I tried something weird: I set up ChatGPT projects for each cofounder I donāt have.
The CTO helped spec features. The CMO wrote our onboarding copy. The CFO helped me plan our fundraising strategy. The executive coach helped me create an action plan for improving as a leader.
Iām now spending >2 hours a day with my AI cofounders - and itās already changed the way I operate, think, and lead.
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š AI
Negotiating hard

OpenAI announced a major restructuring move. They're flipping their current for-profit LLC, controlled by the original nonprofit, into a Public Benefit Corporation (PBC). Basically, a PBC is a "mission-driven" company structure that balances profit and purpose.
But here's the wrinkle: Microsoft, OpenAIās largest investor with over $13B in the game, isnāt fully onboard yet. Theyāre negotiating hard, holding out until their investments and long-term access to OpenAIās tech are secured.
Microsoft reportedly offered to trade away some equity to ensure continued access to future OpenAI developments post-2030. They're also pushing back on OpenAIās plan to slash their revenue share from 20% to 10% by 2030.
Microsoft invested $13.75B in OpenAI, in exchange for 20% of its revenue until 2030 and 49% of profits up to $92B.
If they hit 2030 projections, 20% of revenue will be $97B, so total return for MSFT would be ~$200B on a $13.75B investment.
They are renegotiating now.
ā Sheel Mohnot (@pitdesi)
2:31 AM ⢠May 7, 2025
And things arenāt exactly cozy right now. Microsoft and OpenAI, despite their partnership, have been bumping elbows competitively. OpenAIās enterprise ambitions and independent infrastructure projects (like the massive Stargate compute initiative) have Microsoft feeling uneasy.
Meanwhile, SoftBank is eager, ready to drop a $30B investment the moment the restructuring finalizes.
Oh, and there's some internal shuffling: Instacart CEO Fidji Simo joined OpenAI as CEO of applications, signaling they're prepping seriously for their next growth phase.
The big picture - OpenAI is making aggressive moves to fuel rapid expansion, access massive capital, and possibly IPO. But until they lock down Microsoft's backing - and also navigate Elonās legal drama - everything remains in flux.


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š¤ THE LATEST INā¦
TECH
Hundreds of e-commerce sites hacked in supply-chain attack.
Apple is looking to add AI search engines to Safari.
Tesla killed off the $16,000 range extender for the Cybertruck.
Wiley and Perplexity partnered to build an efficient learning experience.
AI
Figma adds AI across its design suite.
OpenAI to buy Windsurf for ~$3B.
Tencent launched a new open-source AI system that generates customized video.
OpenAI launched āOpenAI for Countriesā - wants to team up with governments to grow AI infrastructure.
SCIENCE
All of the biggest US cities are sinking.
2 dopamine receptors in the brain play distinct roles in approach vs. avoidance behavior, offering clues to anxiety and mood disorders.
Physicists turn lead into gold - but only for a fraction of a second
Soviet-era spacecraft Kosmos 482 reentered Earth's atmosphere after 53 years in orbit.
CRYPTO
Bitcoin trades near $104,000.
Nakamoto Holdings & KindlyMD to merge & start a bitcoin treasury strategy.
Doodles launches its native token DOOD on Solana.
Metaplanet has purchased another $126.7M worth of bitcoin, with its total holdings overtaking El Salvador's.

šāāļø QUICKIES
Raise: NewLimit, a longevity-focused biotech startup founded by Coinbase CEO Brian Armstrong, raised $130M in a Series B round to develop age-reversing treatments through AI-driven cellular reprogramming.
Stat: 0.3. Thatās the number of watt-hours a typical ChatGPT query consumesā10x less than earlier estimates.
Rabbit Hole: There's a place for everyone (Adam Mastroianni)

𤩠MONDAY MOTIVATION

š ļø FOUNDERS CORNER
The best resources we recently came across that will help you become a better founder, builder, or investor.
āļø Preswald is an AI agent for building data apps, dashboards and reports
š½ļø DeckSpeed is basically Cursor for your slides
š§ Remio is you local-first AI note taker & personal knowledge hub

šÆ The 80 / 20
Simple tricks to get a ton of value with minimal effort for work and life.
Ultradian Rhythms
Nathaniel Kleitman, the guy who basically invented sleep research, discovered that our energy peaks and dips every 90 minutes - even when weāre awake.
Most of us fight through the dips. But the smart move is to lean into them. Work hard for 90 minutes, then take 15ā20 to chill. Walk. Breathe. Stare out the window. Let your system reset. Then hit the next cycle.
Itās how elite performers train, write, build, and think. You get more done and avoid burnout.
Deep work in bursts. Rest like itās part of the job. Because it is.
Itāll feel weird at first. But youāll start noticing something: youāre not dragging by 4pm anymore.

āļø AI GENERATED OR NOT

Is this AI generated? |
Last weekās answer: If you guessed AI-generated⦠you were wrong.
šØšØā¬ļøā¬ļøā¬ļøā¬ļø Yeah (~39%)
š©š©š©š©ā¬ļøā¬ļø Nope (~61%)
Hereās the original.

š A Quick Note About Micro
Micro is a CRM that doesn't feel like homework and an email client that knows what matters. Simply put, it's an all-in-one productivity tool that organizes itself so you don't have to.
I built Micro with some friends because I was tired of getting guilt tripped for not hitting inbox 0 and having to bounce around between so many tools to do my job.
That said, Homescreen subscribers can cut the line - go to micro.so/waitlist, join the waitlist, and write in āHomescreenā for Other in the āHow did you hear about usā question to get early access.

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