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Motion Capture

Microsoft Loses OpenAI Exclusivity As Partnership Restructures

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Jane Sterling
Funding Analyst
Sterling Intelligence
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Revenue Share to Microsoft
0%
OpenAI continues paying Microsoft through 2030
Now subject to an undisclosed total dollar cap
▼ Bidirectional revenue flow ended
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MSFT REACTION · APR 27, 2026
−5%
Intraday Low
−2%
Close vs Prior
$600
Citi PT (was $635)
Finance Chart Card Comparative Performance

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Microsoft vs Amazon — Last 6 Months
Through the OpenAI partnership restructuring
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Microsoft — Amazon — Source: Yahoo Finance · Apr 2026
Funding & Market Card Capital / Revenue

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Microsoft's Investment in OpenAI Since 2019
$ 0B
Cumulative disclosed capital across all rounds
▲ ~10x return on paper in seven years
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Microsoft's Stake in OpenAI
0%
Ownership in OpenAI's for-profit commercial wing
Locked in by the April 2026 amendment
▼ Down from 32.5% pre-Oct 2025 conversion
Funding & Market Card Capital / Revenue

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Reported Stake Value on Announcement Day
$ 0B
Microsoft's 27% interest in OpenAI's for-profit wing
Apr 27, 2026
Funding & Market Card Capital / Revenue

Dollar figures with animated count-up. Green accent for financial data.

Microsoft's AI Revenue Backlog
$ 0B
Contractual AI commitments — roughly $280B tied to OpenAI
▲ 45% supplier concentration in OpenAI
Funding & Market Card Capital / Revenue

Dollar figures with animated count-up. Green accent for financial data.

Incremental OpenAI → Azure Commitment
$ 0B
On top of the original $250B Azure contract from October 2025
▲ ~$500B locked Azure spend total
Capture order: top to bottom. Click any preview to enter fullscreen with a 3-second countdown — perfect for OBS.
Recording: use OBS Window Capture cropped to the preview frame, or fullscreen + display capture. Hit Replay, then record. Output drops as an overlay track in your editor.
Palette: the palette saved in motion_kit auto-applies here via localStorage.
Editor workflow — what to do after capturing here:
  1. Generate the avatar look in HeyGen using this episode's HEYGEN_LOOK prompt + the SCRIPT field as the read. Kick the render and grab a coffee.
  2. While HeyGen renders: capture the motion graphics above (top-to-bottom = capture order), grab b-roll, gather logos / photos as transparent PNGs, drop everything into your working folder.
  3. When HeyGen finishes: download both the rendered video and the timecoded transcript (.srt or .vtt). Drop the transcript at:
    /home/jaysoncraig/public_html/sandbox/data/faces/.build/microsoft-openai-restructure/transcript.srt
  4. Generate the Resolve marker CSV + printable shot-list:
    python3 /home/jaysoncraig/.claude/scripts/generate-resolve-markers.py --slug microsoft-openai-restructure
    Outputs: /home/jaysoncraig/public_html/sandbox/data/faces/.build/microsoft-openai-restructure/timeline-markers.csv and /home/jaysoncraig/public_html/sandbox/data/faces/.build/microsoft-openai-restructure/shot-list.html
  5. Open DaVinci Resolve, set the project framerate (the marker tool emits 30fps by default; pass --framerate 60 if your project is 60), drop the HeyGen video on V1.
  6. Timeline header → Import → Marker List from CSV → select timeline-markers.csv. Every cue lands as a colored marker on the correct track: Yellow=TalkingHead, Cyan=VoiceoverScene, Red=Cut, Green=B-roll, Pink=StatCard.
  7. Drop motion-graphic captures, b-roll clips, and stat-card overlays onto the marked positions. The shot-list HTML is your printable fallback if any markers look off.
  8. Export → render → upload. After publish, drop the YouTube URL into the episode's .repurpose.txt placeholders for the cross-channel pack.