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Microsoft eyes $10B bet on ChatGPT

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Re: Microsoft eyes $10B bet on ChatGPT

#12

It’s really impressive watching OpenAI go from “no one can use this model because it’s too dangerous” to “everyone can use the model online but you can’t have the model because we’re selling it to Microsoft for billions of dollars.”

By impressive I assume you mean predictable? When the government comes with a huge CIA check it’ll be impressive watching too.

Re: Microsoft eyes $10B bet on ChatGPT

#14
pg deserves a lot of credit for predicting this a decade ago: http://paulgraham.com/ambitious.html

> The way to win here is to build the search engine all the hackers use. A search engine whose users consisted of the top 10,000 hackers and no one else would be in a very powerful position despite its small size, just as Google was when it was that search engine. And for the first time in over a decade the idea of switching seems thinkable to me.

> Since anyone capable of starting this company is one of those 10,000 hackers, the route is at least straightforward: make the search engine you yourself want. Feel free to make it excessively hackerish. Make it really good for code search, for example. Would you like search queries to be Turing complete? Anything that gets you those 10,000 users is ipso facto good.

Whether by accident or by design, OpenAI did exactly that. And it all came down to them doing a little contract work for GitHub, in which OpenAI were the recipient of terabytes of code.

What a turn. Imagine if Microsoft becomes the new Google.

Re: Microsoft eyes $10B bet on ChatGPT

#15
post #2

I guess monetizing chatGPT should be simple, I would pay a monthly subscription for it in a heartbeat. Are there any competitors at this point that can match its performance? How hard would it be to replicate?

That’s my question - is it that it’s a huge advance that’s revolutionary or is it an incremental innovation that can be replicated from current state of the art with some effort.

Re: Microsoft eyes $10B bet on ChatGPT

#16
post #7

I predict ChatGPT is the next Self driving Tesla tech.

Seriously - it’s the 85% correct solution that gets you killed in the other 15%

Well but it doesn’t kill you when it’s wrong so being 85% right is a lot more valuable

Re: Microsoft eyes $10B bet on ChatGPT

#17
post #2

I guess monetizing chatGPT should be simple, I would pay a monthly subscription for it in a heartbeat. Are there any competitors at this point that can match its performance? How hard would it be to replicate?

I've been noticing Claude(AnthropicAI’s new model), seems to be matching the performance of ChatGPT https://twitter.com/goodside/status/1611622200573829121

Re: Microsoft eyes $10B bet on ChatGPT

#18
post #7

I predict ChatGPT is the next Self driving Tesla tech.

There is a big difference IMHO. Self Driving must get it right 101% of the time.

ChatGPT search getting better than Google even 50% of the time should be enough.

All the need is to add references to the answers that ChatGPT gives right now, and it will be game over for Google.

Re: Microsoft eyes $10B bet on ChatGPT

#20
post #3

AWS and GCP execs must be kicking themselves wondering how this one got away. Azure appears to be years ahead in offering usable AI models to cloud customers.

ChatGPT Caused 'Code Red' at Google: https://www.cnet.com/tech/services-and-software/chatgpt-caus...

I'd bet not just from a technical standpoint. I'm sure many people started playing with ChatGPT and were like maybe Google isn't so amazing and high tech after all. They look like ancient tech compared to ChatGPT. It's a brand image problem now too.

Google: dinosaur tech that exists only to gather information about you and serve you ads.

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