x.com/deredleritt3r/status/2093360259515511130
2 corrections found
First, Microsoft's rights to OpenAI's "research IP" (which includes models intended for internal deployment or research only) expire upon the independent expert panel verifying that OpenAI has achieved AGI.
The October 2025 Microsoft-OpenAI agreement did not say these rights expire only after AGI verification. It said they last until either expert-panel verification of AGI or 2030, whichever comes first.
Full reasoning
The official October 28, 2025 Microsoft/OpenAI agreement text, filed by Microsoft with the SEC, states that Microsoft's research-IP rights "will remain until either the expert panel verifies AGI or through 2030, whichever is first." That directly contradicts the post's statement that those rights expire upon AGI verification full stop. Under the published agreement, 2030 is an independent earlier cutoff if AGI has not been verified by then.
1 source
- EX-99.2 — The next chapter of the Microsoft-OpenAI partnership
Microsoft's IP rights to research ... will remain until either the expert panel verifies AGI or through 2030, whichever is first. Research IP includes, for example, models intended for internal deployment or research only.
Third, the revenue share agreement between OpenAI and Microsoft remains in place until the independent expert panel verifies AGI (but payments under the agreement "will be made over a longer period of time").
By August 2026, that was outdated. Microsoft said on April 27, 2026 that OpenAI-to-Microsoft revenue-share payments continue through 2030, independent of AGI progress, subject to a cap.
Full reasoning
The post was published on August 28, 2026, but Microsoft publicly announced an amended agreement on April 27, 2026. In that official update, Microsoft said revenue-share payments from OpenAI to Microsoft continue through 2030 and are independent of OpenAI's technology progress. So, as of the date of this post, it was no longer accurate to say the agreement remained in place only until an expert panel verifies AGI.
1 source
- The next phase of the Microsoft-OpenAI partnership - The Official Microsoft Blog
Revenue share payments from OpenAI to Microsoft continue through 2030, independent of OpenAI's technology progress, at the same percentage but subject to a total cap.