AI Chat: ChatGPT, AI News, Artificial Intelligence, OpenAI, Machine Learning Leaks Reveal OpenAI is Loosing Money Paying Microsoft
8 snips
Nov 17, 2025 Leaked financial documents reveal OpenAI's hefty payments to Microsoft, exposing their struggle with profitability. With Microsoft set to receive nearly $500 million in 2024 alone, the implications for OpenAI's business model are significant. The 20% revenue share agreement complicates calculations, as OpenAI also benefits from Microsoft’s other platforms. Meanwhile, the forecasted spending on inference raises eyebrows about sustainability. Are these losses a warning bell for the AI industry’s future? Tune in to explore the unfolding saga.
AI Snips
Chapters
Transcript
Episode notes
High Revenue Share Payments To Microsoft
- Leaked docs show OpenAI paid Microsoft roughly $493.8M in 2024 and $865.8M in the first three quarters of 2025.
- That implies 2025 payments could exceed $1B and reflect a 20% revenue-share deal tied to Microsoft's investment.
Circular Revenue Between Microsoft And OpenAI
- Microsoft also shares revenue back to OpenAI for Bing and Azure OpenAI integrations, creating circular flows.
- The partnerships blur gross vs net revenue reporting and make exact money flows opaque.
Leaked Numbers Might Be Net, Not Gross
- Leaked figures may represent Microsoft's net revenue share after deducting what Microsoft pays OpenAI, not gross customer charges.
- Microsoft does not publicly break out Bing/Azure OpenAI revenue, which obscures how much OpenAI actually receives.