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Good morning!
OpenAI and Microsoft loosen their deal, giving OpenAI more freedom to grow. Plus, China blocks Metaβs $2B AI startup deal in a major power move.
In todays email:
Daily Update
Social Media
Todayβs Highlight
YouTube
Today Trend
Social Media
Read time: 7 min
DAILY UPDATE
China Just Killed Metaβs $2B AI Deal
China blocked Metaβs $2B deal for Manus, showing AI talent is now treated like a national security asset.
China has ordered Meta to cancel its $2 billion deal to buy Manus, a Singapore-based AI startup with Chinese roots. The move shows Beijing is tightening control over AI talent and technology, even when companies try to move outside China.
Meta announced the $2B Manus deal in December, and Chinese officials opened an investigation in January over export control and foreign investment rules.
Chinaβs National Development and Reform Commission said it would block foreign investment in Manus and told both companies to pull back from the deal.
Meta said the two teams were already deeply integrated in its Singapore office, and Manus had already updated its site to say it was βnow part of Meta.β
This shows China now sees AI talent and technology as strategic assets, much like the U.S. treats advanced chips. It also raises big questions about what happens next, since Meta says the deal followed the law and the two companies are already closely tied together.
Continue Readingβ¦
TODAYβs HIGHLIGHT
OpenAI Breaks Free From Microsoft
OpenAI and Microsoft updated their deal, ending strict cloud limits and giving OpenAI more freedom to sell AI products.
OpenAI and Microsoft changed the terms of their partnership. OpenAI can now offer its products on more cloud platforms, while Microsoft keeps a share of OpenAIβs revenue through 2030.
OpenAI is no longer locked to Microsoft and can now use other cloud providers like Amazon Bedrock, though Microsoft Azure will still stay a major partner with first access to launches through 2032.
The new deal also removes the old AGI clause, so both companies now follow clear calendar deadlines instead of waiting for an unclear AGI milestone.
Microsoft will stop paying revenue share to OpenAI, but it will still keep a revenue stream from OpenAI for the next six years.
This is important because it gives OpenAI more room to grow and sell where customers already are, instead of staying tied to one cloud. At the same time, Microsoft keeps a stable business deal and avoids future fights over unclear AGI rules.
Continue Readingβ¦
YOUTUBE
Youβre not behind (yet): How to learn AI in 18 minutes
TODAY TREND
SureThing.io
Autonomous agent that communicates results like a human
Clera
An AI agent matching candidates to the right roles.
Actian VectorAI DB
The portable vector database for AI agents beyond the cloud
OrcaSheets AI Reports
Query data to build dashboards and generate detailed reports
Social Fetch
The Pitch Pull real-time data from any social platform via API
SOCIAL MEDIA
Thatβs it for today!
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