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Satya Nadella on funding OpenAI
From: Satya Nadella
Sent: Wednesday, July 13, 2022 9:47 AM
To: Amy Hood, Jon Tinter, Mikhail Parakhin
Subject: RE: [EXTERNAL] deal thoughts
Overall I want us to own – the silicon, infra, foundational model IP and “know how”. Right now we are a very thin layer on top of NVIDIA and all the IP is with Open AI. And we have a P&L that will lose 4 bil next year!!! I have not seen anything like this in my 30 years in our industry. I can justify it all by saying that Open AI has smart people and NVIDIA has a lock etc. But if we are going to spend this kind of money and not have control of destiny, it makes no sense. Better to be an investor and not even take all this execution risk!
I want to spend this money. The infra and HW/Silicon work at the “system” level need to have a proprietary edge (and show up as positive GM in Cog Services). And we need to have a foundational model team that is self – sufficient at all time and has the “know how” of taking what Open AI does and productizing it. As long as we have an internal org/investment model/open AI deal terms that all compose to achieve these two goals, we can take all kinds of other risk around monetization etc.
Will be good use the P&L review to get on the same page/context here so that we can all solve for what is our best Open AI deal terms in the context of our overall AI roadmap/plan.
Thx
Satya
Sent from Mail for Windows
[This document is from Musk v. Altman (2026).]
Previously: 30+ documents from Musk v. Altman and Satya Nadella in the full archive
Sam Altman's group chat with Satya Nadella
November 21, 2023
10:53 a.m.
Sam Altman
can we talk soon? have a positive update, ish
