On April 27, Microsoft and OpenAI announced an amended deal that ends Microsoft's exclusive right to sell OpenAI's models. After seven years and $13 billion in investment, the partnership that powered the AI boom just opened up.

OpenAI is free to serve all its products through Amazon, Google, or any provider. Azure stays the primary cloud, but the lock is gone, and its confirmed that OpenAI models are coming to Bedrock soon.

Microsoft no longer owes OpenAI a revenue share on the products it resells. OpenAI still pays Microsoft through 2030, but the figure is now capped, and the IP license runs through 2032 but is no longer exclusive.

Some believe this is a huge win for OpenAI, and others think this is Microsoft’s attempt at jumping out of the car before it drives off the cliff.

The deal also unwinds the old AGI clause, which would have ended Microsoft's revenue share if an independent panel decided OpenAI had hit human-level AI. Analysts say it clears the runway for OpenAI's long-rumored IPO.

Robots are going from niche to mainstream, per Deloitte. They say it’s especially true in places where “physical AI solves real problems.” Take the $1 trillion fast-food market, where brands turn to robots to alleviate 144% labor turnover. 

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China's National Development and Reform Commission ordered Meta to unwind its $2 billion acquisition of Manus, the agentic AI startup Meta scooped up in December. Manus had already been folded in, with executives moved over and the company website updated to read "now part of Meta."

Manus was founded in Beijing in 2022, then relocated to Singapore in mid-2025 to escape Chinese restrictions on tech transfers. Founders Xiao Hong and Ji Yichao have already been banned from leaving China while the investigation runs, and Meta says the deal "complied fully with applicable law."

This is the first time China has blocked a completed AI deal involving a foreign-relocated startup, setting a new precedent for cross-border AI M&A. Beijing is signaling AI talent and IP are now national security assets, full stop.

🌰 Ineffable Intelligence pulls a record $1.1B seed

🦾 Robot Era pulls $200M to scale humanoid robots into factories

🚀 Google rolls out 8th-gen TPUs for training and inference

🚧 Anthropic and NEC team up on Japan's biggest AI workforce

🐳 DeepSeek slashes API cache hit prices across the board

🧮 Amateur cracks a 60-year-old math problem using ChatGPT

Here’s what to do:

📋 Step 1: List your top 3 AI use cases Drafting emails, summarizing docs, coding, brainstorming, research. Pick three and note which model you use for each.

💵 Step 2: Check the price tags Pull pricing from Artificial Analysis. GPT-5.5 runs $5/$30 per million tokens, DeepSeek V4-Pro is $1.74/$3.48, Claude Opus 4.7 sits at $15/$75.

🧪 Step 3: Run the same prompt three ways Take a real prompt and run it through your current model plus a cheaper one. Try DeepSeek V4-Pro for coding, Gemini 3 Pro for writing. Compare outputs, not just speed.

🔄 Step 4: Switch one workflow this week Pick the use case where the cheaper model held up best and commit to it for a full week. Track whether the quality drop actually mattered.

Was Microsoft betting on the wrong horse, or was OpenAI always going to outgrow this deal? And does Beijing blocking Meta scare US tech away from Chinese-founded startups for good? See you next time! 🚀

Stay informed, stay curious, and stay ahead with Jumble!

Zoe from Jumble