Microsoft is getting a $135B stake in OAI + 7 years of direct model access + a $250B compute commitment. OAI is just part of thesis but feeling v vindicated having 25% of my PA in $MSFT the last few years.

I never really buy individual stocks except MSFT (most), Uber (some), and Moderna (a bit). MSFT has been the one constant for ≈4 years

added ≈$90B in market cap on the news