Claim LD11-HQ-C11 (v1.0)

FTC staff found that major cloud–AI-developer partnerships included equity, revenue-sharing and varying consultation, control and exclusivity rights, while not establishing antitrust liability.

Research opportunities this claim motivates

What this claim leaves open for research. Each is a hypothesis about a gap, not a finding.

Do AI startups backed by a cloud giant end up running on that giant's cloud?FTC staff found equity, revenue-sharing and varying exclusivity and control rights in major cloud–AI-developer partnerships, without establishing foreclosure; this study measures one downstream outcome across many smaller deals.

Provenance and status

Claim type: FACT (as printed: “FACT”)
Publication status: ELIGIBLE (QUALIFIED) (as printed: “ELIGIBLE WITH QUALIFIER”)
Verification state: CONTENT_VERIFIED_PRIMARY (as printed: “CONTENT VERIFIED”; verified by: UNKNOWN)
Does not license: Actual foreclosure, illegality, or current 2026 terms for all partnerships
Source (field 6, as printed): FTC Office of Technology 6(b) staff report, Jan 2025
Source type (field 7): REGULATOR_PRIMARY (as printed: “Regulatory staff report”)
Institutional position: Government staff; commissioner disagreements noted
Maturity (claim evidence / publication maturity): EMERGING (as printed: “EMERGING”)
Recorded date: 2026-09-25
Currentness / correction: This is the current version. No correction or concern relation is recorded on its Sources.

Version

Current version v1.0, resolved through the explicit current pointer CLAIM--LD11-HQ-C11.

Versions:v1.0 · current

Pinned Sources (field 6, version-specific)

“FTC Office of Technology 6(b) staff report, Jan 2025” → SRC-LD11-FTC-6B-CSP-AI-PARTNERSHIPS-2025--v1.0 — FTC Office of Technology 6(b) staff report, Jan 2025; class REGULATOR_PRIMARY (explicit public provenance pin)

Read the originals

SRC-LD11-FTC-6B-CSP-AI-PARTNERSHIPS-2025: open the original

All 25 canonical Claim fields (raw values and normalized values)

#	Canonical field	Canonical value (verbatim)	Normalized (Claim Value Vocabulary v1.0.2)
1	CLAIM ID	LD11-HQ-C11	—
2	PUBLIC-FACING CLAIM	FTC staff found that major cloud–AI-developer partnerships included equity, revenue-sharing and varying consultation, control and exclusivity rights, while not establishing antitrust liability.	—
3	CLAIM TYPE	FACT	base_types: FACT
4	RESEARCH STRAND	D — Capital, partnerships and governance	—
5	MATURITY	EMERGING	states: EMERGING
6	SOURCE	FTC Office of Technology 6(b) staff report, Jan 2025	source_ids: SRC-LD11-FTC-6B-CSP-AI-PARTNERSHIPS-2025
7	SOURCE TYPE	Regulatory staff report	classes: REGULATOR_PRIMARY
8	INSTITUTIONAL POSITION	Government staff; commissioner disagreements noted	—
9	SCOPE	Microsoft–OpenAI, Amazon–Anthropic, Google–Anthropic; primarily 2023–2024 snapshot	—
10	DESIGN	Compulsory-information study	—
11	SAMPLE / DATASET	Internal documents from five firms	—
12	MODEL / TOOL / VERSION	n.a.	—
13	COMPARATOR	Across three partnership structures	—
14	MAIN RESULT	>US$20B cumulative investment at snapshot and varied contractual rights documented	—
15	INFERENTIAL TARGET	Contractual mechanisms beyond headline investment amounts	—
16	DOES NOT LICENSE	Actual foreclosure, illegality, or current 2026 terms for all partnerships	—
17	VERIFICATION STATE	CONTENT VERIFIED	state: CONTENT_VERIFIED_PRIMARY · verified_by: UNKNOWN
18	LIMITATIONS	Snapshot predates later restructurings; some staff interpretations contested	—
19	CONTRADICTORY / SUPPORTING SOURCES	Current vendor disclosures supersede parts of earlier structure	—
20	GEOGRAPHY / LANGUAGE	US / English	—
21	DISTRIBUTIONAL LEDGER	Compute access and contractual dependence can shape entrant options	—
22	R01 / FIELD-MAP LINKS	D1, D6, LD-11	—
23	WHAT WOULD CHANGE THIS CLAIM?	Updated FTC/DOJ evidence or public contracts	—
24	PUBLICATION STATUS	ELIGIBLE WITH QUALIFIER	state: ELIGIBLE · qualifiers: QUALIFIED
25	RECORDED DATE	2026-09-25	—

Field 22 references resolved against Field Map v0.2: D1 (DOMAIN); D6 (DOMAIN); LD-11 (LIVING_DEBATE)

Cited by Living Debate versions

LD-11 v0.1

Research-of-record provenance

Materialized by sociolens-materializer 0.6.0 at 2026-09-28T20:00:00.000Z; normalization contract SocioLens — Claim Value Vocabulary v1.0.2 — Pre-Spike Materialization Contract (v1.0.2). Content seal SHA-256 489284764e9af9bbf7d508689b1c8175c874c1cd4d6a3ce56a7f2b9f0aa32dd8.

Frozen Drive-derived inputs

R06 — LD-11 Canonical Claim Ledger v1.0 — LOCKED (v1.0) — Drive ID 1Ff_IzUBMpax35rKovu0vxXr1WTtpfCDP; revision: NOT_EXPOSED_BY_DRIVE_TEXT_EXPORT; Drive modified ; block “ENTRY 11 — LD11-HQ-C11 ” SHA-256 c17b5bdc9a1173103569050c933821ca1a043964aefa652789506d4fe36e3b6b; SocioLens — Programme Status & Authority Register v0.6 status “CURRENT.”; frozen fixture fixtures/frozen/r06-ld11-claim-ledger-v1.0.

Builder decisions (not Drive data)

VERSION = v1.0 — basis: Claim version taken from the canonical ledger artifact version (R06 — LD-11 Canonical Claim Ledger v1.0); Implementation Architecture Selection §5
CURRENT_POINTER = true — basis: SocioLens — Programme Status & Authority Register v0.6 status for "R06 — LD-11 Canonical Claim Ledger v1.0 — LOCKED": "CURRENT."
FIELD_6_SOURCE_REFERENCE = SRC-LD11-FTC-6B-CSP-AI-PARTNERSHIPS-2025--v1.0 — basis: field 6 of ENTRY 11 — LD11-HQ-C11 cites "FTC Office of Technology 6(b) staff report, Jan 2025"; the frozen field-6 segment of this ClaimVersion's ledger block; Drive-derived identity authority (Issue #41 Source inventory): HQ-Q7; Batch 02 §5; ledger C11 fields 6/7/8; KEY EVIDENCE.
SOURCE_PROVENANCE_PIN = SRC-LD11-FTC-6B-CSP-AI-PARTNERSHIPS-2025--v1.0 — basis: Issue #5 proof rendering (Architecture Proof Protocol v0.1 AP-08 / Amendment v1.2 §6): explicit version-pinned public provenance of this ClaimVersion — the pinned field-6 Source record "FTC Office of Technology 6(b) staff report, Jan 2025"; Drive-derived identity authority (Issue #41 Source inventory): HQ-Q7; Batch 02 §5; ledger C11 fields 6/7/8; KEY EVIDENCE.