By Yahoo Finance Video
Publication Date: 2026-04-27 20:30:00
00:00 Josh
Let’s start with Microsoft, uh, Will, because I want your take on these headlines. So, you saw this Microsoft and OpenAI amending their deal will. So Microsoft still retains access to OpenAI’s models and products, but OpenAI can now, I guess partner with Microsoft rivals. What what did you make of this will? Were you were you surprised by any of it?
01:00 Will
Well, Josh, it does come on the, you know, the heels of an amended agreement, you know, last fall. So it it happened pretty quickly, uh, you know, with respect to the the most uh, you know, recent adjustments. Look, I I think in a lot of respects it formalizes what we’re already seeing in the marketplace and and that’s a diversification effort on the part of Microsoft
01:29 Will
to not only incorporate OpenAI and the chat chat GPT models, but of course, Anthropic, um and and Claude. And so I think a lot of respects it helps formalize that. I think, you know, all said for Microsoft,…