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šŸ  OpenAI and Microsoft Are Playing Poker

OpenAI’s restructuring, Microsoft’s resisting

GM! It’s 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, ā€œI talk to ChatGPT more than my cofounders.ā€ That hit hard. I’m solo, non-technical founder, and there are questions I either can’t or shouldn’t bug my team with.

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.

I’m now spending >2 hours a day with my AI cofounders - and it’s already changed the way I operate, think, and lead.

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šŸ  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, OpenAI’s largest investor with over $13B in the game, isn’t fully onboard yet. They’re negotiating hard, holding out until their investments and long-term access to OpenAI’s 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 OpenAI’s plan to slash their revenue share from 20% to 10% by 2030.

And things aren’t exactly cozy right now. Microsoft and OpenAI, despite their partnership, have been bumping elbows competitively. OpenAI’s 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 Elon’s legal drama - everything remains in flux.

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šŸ¤ THE LATEST IN…

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šŸƒā€ā™€ļø 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. That’s the number of watt-hours a typical ChatGPT query consumes—10x less than earlier estimates.

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The best resources we recently came across that will help you become a better founder, builder, or investor.

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šŸŽÆ 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 we’re awake.

Most of us fight through the dips. But the smart move is to lean into them. Work hard for 90 minutes, then take 15–20 to chill. Walk. Breathe. Stare out the window. Let your system reset. Then hit the next cycle.

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Deep work in bursts. Rest like it’s part of the job. Because it is.

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ā“ļø AI GENERATED OR NOT

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 šŸ‘‹ 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 ā€œHomescreenā€ for Other in the ā€œHow did you hear about usā€ question to get early access.

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