Shot list — microsoft-openai-restructure

Generated 2026-04-27 15:20 PDT · 6 cues · alignment 100% · 25fps · timeline starts 01:00:00:00

01:00:00:00OTHER[TIGHT CLOSE-UP — Jane]

… Microsoft just lost exclusive access to OpenAI's frontier models. Starting today …

01:00:04:03ON-SCREEN TEXT[ON-SCREEN TEXT: "EXCLUSIVITY ENDS"]

… Starting today, Google, Amazon, and Oracle can all host the same models that bui …

01:00:12:15ON-SCREEN TEXT[ON-SCREEN TEXT: "$625B BACKLOG · 45% OPENAI"]

… Microsoft's AI revenue backlog is 625 BILLION dollars, and roughly 45% of that, …

01:00:38:02ON-SCREEN TEXT[ON-SCREEN TEXT: "$500B AZURE SPEND LOCKED"]

… In exchange, OpenAI committed another 250 billion dollars in Azure spend, on top …

01:00:55:00OTHER[ZOOM IN]

… The AGI clause now requires an independent expert panel, not a unilateral OpenAI …

01:01:09:07OTHER[TIGHT CLOSE-UP — Jane]

… Stay sharp. …