OpenAI史上最大の再編により約75兆円企業の株主構成が激変！マイクロソフト、従業員、投資家の明暗と、AI安全性への影響を徹底解説。00:00 導入：OpenAIは誰のもの？00:46 今日のアジェンダ01:20 評価額75兆円と今回のテーマ01:57 株主構成（MS／非営利／従業員の全体像）03:44 新規・初期投資家とio買収の内訳04:42 なぜ営利化？非営利→capped-profitの限界06:27 2023年の騒動を経てPBC転換へ08:06 進捗：MS同意済み／州の承認待ち09:16 最大受益者マイクロソフトの“勝ち筋”10:48 AGI条項＆クラウド契約の見直し13:49 収益分配の変更（OpenAI取り分が増える）15:03 投資家＆従業員への影響（SBラウンド／ESOP）17:59 ガバナンスと安全性：ヒントンらの懸念20:15 規制の最終関門と失敗時のリスク21:26 IPOシナリオと市場インパクト22:00 まとめ：誰が富を得るのか24:02 余談：npm汚染とAI時代のリスク26:57 エンディングYouTube:https://youtu.be/6w4hplbTDHM
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