Microsoft और OpenAI के CEO एक दुसरे से रेयर जॉइंट्स इंटरव्यू मे बात-चीत करते हैं!
Microsoft CEO Satya Nadella and OpenAI CEO Sam Altman made a rare joint appearance on Big2Pod with Altimeter Capital CEO Brad Gerstner this week, offering unprecedented insights into one of tech's most consequential partnerships just days after announcing a major restructuring worth $135 billion.The Halloween Special episode, published October 30, came on the heels of Microsoft securing a 27% stake in OpenAI's newly restructured public benefit corporation, valued at approximately $135 billion. The partnership extension runs through 2032, with OpenAI committing to an additional $250 billion in Azure cloud purchases.���
Gates Initially Warned Against "Burning" Billions
During the wide-ranging conversation, Nadella revealed that Microsoft co-founder Bill Gates initially opposed the 2019 OpenAI investment, warning the company would "burn this billion dollars". The skepticism proved unfounded—Microsoft 's initial $1 billion investment has transformed into a stake now worth more than 100 times that amount.[1][2][3][4][5]
"We had a little bit of high-risk tolerance," Nadella recalled of the board decision to proceed despite Gates' reservations. The partnership began when Nadella recognized the potential of OpenAI's approach to natural language processing, a technology Microsoft had pursued since the 1990s.[2][3][5]
Altman praised Microsoft 's "early conviction" as essential to OpenAI's transformation from a small nonprofit research lab to an AI powerhouse serving 800 million weekly users. "Without Microsoft, and particularly Satya's early conviction, we would not have been able to do this," Altman said, calling it "one of the great tech partnerships ever".[6][7][8][9]
Citations:
[1] Satya Nadella reveals Bill Gates once warned Microsoft would 'burn' $1 billion on OpenAI https://www.moneycontrol.com/technology/satya-nadella-reveals-bill-gates-once-warned-microsoft-would-burn-1-billion-on-openai-article-13641799.html
[2] Microsoft CEO Satya Nadella says Bill Gates warned him that investing in OpenAI would be like setting $1 billion on fire https://www.businessinsider.com/microsoft-satya-nadella-bill-gates-warn-invest-openai-billion-burn-2025-10
[3] Bill Gates called it 'burning a billion dollars,' but Microsoft CEO Satya Nadella still invested it anyway. Guess who was right? https://economictimes.indiatimes.com/magazines/panache/bill-gates-called-it-burning-a-billion-dollars-but-microsoft-ceo-satya-nadella-still-invested-it-anyway-guess-who-was-right/articleshow/124992241.cms
[4] Microsoft CEO Satya Nadella says Bill Gates told him his big bet on OpenAI would be a flop: ‘Yeah, you're going to burn this billion dollars' https://fortune.com/2025/10/30/microsoft-ceo-satya-nadella-bill-gates-openai-investment-burn-billion-dollars/
[5] Bill Gates Told Satya Nadella 'You're Going To Burn This Billion Dollars' By Investing In OpenAI — But Microsoft's Bet Became A 100-Bagger https://finance.yahoo.com/news/bill-gates-told-satya-nadella-203109009.html
[6] Microsoft and OpenAI CEOs Rarely Share the Same Stage: Discussions on OpenAI Restructuring, AI Bubble Concerns, and Computational Power Demand... https://news.futunn.com/en/post/64225031/microsoft-and-openai-ceos-rarely-share-the-same-stage-discussions
[7] Sam Altman says ChatGPT has hit 800M weekly active users https://techcrunch.com/2025/10/06/sam-altman-says-chatgpt-has-hit-800m-weekly-active-users/
[8] ChatGPT's 800 Million Weekly Active Users Dwarfs Competitors ... https://www.businessinsider.com/chatgpt-users-openai-sam-altman-devday-llm-artificial-intelligence-2025-10
[9] After Satya Nadella Revealed That Bill Gates Warned Him Against OpenAI Investment, Altman Says Microsoft 'Early Conviction' Led To Company's Rise https://www.benzinga.com/markets/tech/25/11/48577708/after-satya-nadella-revealed-that-bill-gates-warned-him-against-openai-investment-altman-says-microsoft-early-conviction-led-to-companys-rise
Independent Panel to Verify AGI Claims
The restructured partnership addresses a crucial sticking point: how to determine when artificial general intelligence (AGI) is achieved. Previously, OpenAI's board held sole authority to declare AGI—a designation that could have severed Microsoft 's access to future models. Under the new agreement, any AGI declaration must be verified by an independent expert panel.[1][2][3]
Microsoft 's intellectual property rights now extend through 2032, including access to post-AGI models with appropriate safety guardrails. The technology giant can also independently pursue AGI development with other partners, providing strategic flexibility.[4][5][6][7]
OpenAI gains new freedoms as well, including the ability to jointly develop products with third parties and serve certain products on competing cloud platforms. However, API products must still run exclusively on Microsoft 's Azure platform until 2032.[8][9][4]
The partnership restructuring, completed October 28, resolves months of tension between the companies and provides OpenAI with greater fundraising flexibility as it eyes a potential $1 trillion IPO by 2027.[10][11][12]
Citations:
[1] Microsoft takes 27% stake as OpenAI becomes public benefit ... https://www.computing.co.uk/news/2025/microsoft-takes-27-percent-stake-openai
[2] Microsoft and OpenAI add expert panel to verify AGI claims in new ... https://getcoai.com/news/microsoft-and-openai-add-expert-panel-to-verify-agi-claims-in-new-partnership/
[3] Microsoft, OpenAI Redefine AGI's Arrival with Independent Expert ... https://www.aitechsuite.com/ai-news/microsoft-openai-redefine-agis-arrival-with-independent-expert-verification
[4] Microsoft Locks In OpenAI Partnership Through 2032 https://www.searchenginejournal.com/microsoft-locks-in-openai-partnership-through-2032/559492/
[5] The next chapter of the Microsoft–OpenAI partnership https://blogs.microsoft.com/blog/2025/10/28/the-next-chapter-of-the-microsoft-openai-partnership/
[6] Cloud Stocks: Microsoft and OpenAI Resolve Partnership Woes https://www.sramanamitra.com/2025/10/30/microsoft-and-openai-resolve-partnership-woes-agi-timeline-3-8-years/
[7] OpenAI won't sever its ties with Microsoft, even after declaring AGI https://www.windowscentral.com/artificial-intelligence/openai-wont-sever-its-ties-with-microsoft-even-after-declaring-agi
[8] OpenAI and Microsoft Reach Deal for Next Chapter of Landmark ... https://www.sullcrom.com/About/News-and-Events/Highlights/2025/October/OpenAI-Microsoft-Reach-Deal-Next-Chapter-Landmark-Partnership
[9] The next chapter of the Microsoft–OpenAI partnership https://openai.com/index/next-chapter-of-microsoft-openai-partnership/
[10] ChatGPT maker OpenAI could soon set another record https://finance.yahoo.com/news/chatgpt-maker-openai-could-soon-213300342.html
[11] OpenAI completes for-profit restructuring and grants Microsoft a 27% stake https://fortune.com/2025/10/28/openai-for-profit-restructuring-microsoft-stake/
[12] OpenAI gives Microsoft 27% ($135B) stake as it completes for-profit ... https://www.bayareatimes.com/p/openai-gives-microsoft-27-135b-stake-as-it-completes-for-profit-shift
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