Key insights
- An investor initiated a position in MSFT after news of restructured revenue sharing with OpenAI, alleviating previous concerns. This reflects a slightly positive sentiment shift towards MSFT due to perceived reduced risk related to the OpenAI partnership. However, the impact on the broader US equity market is minimal.
I’ve always been a bit reticent about opening a position in Microsoft, mostly due to concerns I had about how entangled with OpenAI it had become. I’ve always liked other parts of the business (Azure, Microsoft 365, etc.) and it’s been on my radar for a bit but that hangup always stopped me from pulling the trigger.
Changed my mind today off the news that they would be stopping revenue sharing with OpenAI as part of a wider set of changes to their partnership and bought 30 shares.
I was if anyone else had similar hesitations about buying MSFT? Or what those of you who were already believers think will come out of this re-imagining of their relationship with OpenAI?