Bloomberg Tech OpenAI’s For-Profit Path Cleared
17 snips
Oct 28, 2025 
Robin Denholm, Chair of Tesla's board, shares insights on navigating shareholder sentiments around Elon Musk's proposed $1 trillion pay package. She delves into the potential consequences of a shareholder rejection, including Musk’s possible exit. Denholm also discusses how Tesla's energy goals are intertwined with its financial targets, ensuring a unique pay structure. Meanwhile, OpenAI's strategic agreement with Microsoft reshapes its future while Nvidia plans a significant investment in Nokia to bolster AI networking.
AI Snips
Chapters
Transcript
Episode notes
Deal Unlocks OpenAI’s For‑Profit Path
- The Microsoft–OpenAI deal removes major uncertainty and clears OpenAI's path to become a for-profit company.
- Microsoft secures long-term IP access and a 27% stake, tying compute capacity to OpenAI's growth.
Long License Extends To Potential AGI
- The agreement grants Microsoft hold on OpenAI technology and licensing until 2032, including if AGI is achieved.
- That long horizon reduces investor risk and cements Microsoft as OpenAI's primary cloud partner.
Track GTC For Strategic Signals
- Watch Nvidia's GTC for signals on product and policy that affect AI deployment and supply chains.
- Expect announcements on robotics, AI factories, and potential political signalling about export controls.