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Microsoft recorded $10 billion in revenue from OpenAI
This number reframes the partnership. OpenAI is not a rounding error on Microsoft's balance sheet, it's a revenue line item the size of a major software company. The dependency runs both ways now. For investors: OpenAI's economics are tethered to Microsoft's willingness to subsidize. For builders: you need to understand whether GPT pricing is market-driven or managed to protect the partnership.