Live data from Hacker News

Microsoft eyes $10B bet on ChatGPT

semafor.com

171–180 of 541 posts

Re: Microsoft eyes $10B bet on ChatGPT

#171
What tech does OpenAI actually have? I thought GPT was most of the smarts and the website was just VC money to burn through cloud resources.

I'd think Google can do the same but realize the compute costs just make it too expensive.

Re: Microsoft eyes $10B bet on ChatGPT

#172
I really hope that ChatGPT maintains a free option. I'm sure that they are burning through server processing power and cost like crazy, but it would be a shame (albeit an understandable one - no free lunches) for it to become paywalled.

Re: Microsoft eyes $10B bet on ChatGPT

#173

Question to AI/ML folks : Is there no comparable open source model? Is the future going to be controlled by big corporations who own the models themselves? If models are so computationally intensive to produce does it mean than the more computational power a company has the better its models will be?

People who thought AI would ever be "open source" and not "stolen from the labor of millions or even billions in order to replace them" are fools.

Re: Microsoft eyes $10B bet on ChatGPT

#174
post #121

Does anybody else have the feeling "Microsoft is back"? With GitHub and OpenAI the have put their finger on two pretty significant new projects. What new things has Google come up with over the last 5 years?

I started listening to the Microsoft-centric "Windows Weekly" podcast when I was a teenager 15 years ago. I have been always fascinated by Microsoft as a technology giant and never understood the vibe I got from others in the industry that MS was a musty corp past its heyday. It had gobs of money, a focus on developers and an organization maturity that gives it a serious advantage. This is not to say that MS is perfe…

100% in your camp. Microsoft Research publishes fantastic things, windbg is amazing, and the security ecosystem is really pushing the envelope for an open platform. And as someone working in the Kernel, I enjoy it alot more than Linux. I think there's just not as many influencers working on this side, so they get alot of fake news that's not true. And nobody is there to correct the record. And it's really easy to see that, since alot of the "facts" are hidden in deep documentation, or just plain undocumented to the point you have to work with it daily to know about it.

Re: Microsoft eyes $10B bet on ChatGPT

#175
post #136

Earlier quoted context omitted.

DeepMind, and by extension AlphaGo, AlphaFold, AlphaStar, AlphaCode. Google Brain, and by extension the Transformer model (~which is the T in GPT~ my bad, it's Generative PreTraining, not General Purpose Transformer), and TensorFlow. Waymo, which is rolling out robotaxis in a few places. Not sure which department or subsidiary is responsible for their TPUs, the Sycamore 53-qbit quantum processor, or LaMDA.

None of this is a tangible product. It’s just talk from google. The research is real, but they aren’t translating it into anything useful

You mean profitable?

Re: Microsoft eyes $10B bet on ChatGPT

#176
post #121

Does anybody else have the feeling "Microsoft is back"? With GitHub and OpenAI the have put their finger on two pretty significant new projects. What new things has Google come up with over the last 5 years?

I started listening to the Microsoft-centric "Windows Weekly" podcast when I was a teenager 15 years ago. I have been always fascinated by Microsoft as a technology giant and never understood the vibe I got from others in the industry that MS was a musty corp past its heyday. It had gobs of money, a focus on developers and an organization maturity that gives it a serious advantage. This is not to say that MS is perfe…

It's a company built on fraud and abusive tactics - from QDOS to Mosaic to ActivePlatform and Blackbird.

God help us when they get a near monopolistic position in video gaming and large-scale AI.

Re: Microsoft eyes $10B bet on ChatGPT

#177
post #132

I expect this deal to be a must for Microsoft. OpenAI is probably very happy to raise the stakes as much as possible. So we will see how many billions Microsoft ends up paying for this. Still, is there a world in which we look back 10 years from now and think that we were overvaluing the impact of AI? (For example, this did happen with tablets, when people thought that the iPad would replace "computers"...)

Tablets replaced computers for the most part. They are just a good bit smaller than we expected and have the capability to do phone calls. Mobile is a much bigger market than Desktop these days.

This is a pretty bad take. The mobile market is much larger precisely because they AREN'T computers. They are mobile companions. But you don't do the same things on a computer and on a mobile phone.

Who edits their movies on a phone? Who codes on a phone? Who writes their PhD thesis on a phone? You will be hard pressed to find professionals who do these things. Because a phone is not a computer.

Re: Microsoft eyes $10B bet on ChatGPT

#178
post #132

I expect this deal to be a must for Microsoft. OpenAI is probably very happy to raise the stakes as much as possible. So we will see how many billions Microsoft ends up paying for this. Still, is there a world in which we look back 10 years from now and think that we were overvaluing the impact of AI? (For example, this did happen with tablets, when people thought that the iPad would replace "computers"...)

Tablets replaced computers for the most part. They are just a good bit smaller than we expected and have the capability to do phone calls. Mobile is a much bigger market than Desktop these days.

[dead]

Re: Microsoft eyes $10B bet on ChatGPT

#179
post #132

I expect this deal to be a must for Microsoft. OpenAI is probably very happy to raise the stakes as much as possible. So we will see how many billions Microsoft ends up paying for this. Still, is there a world in which we look back 10 years from now and think that we were overvaluing the impact of AI? (For example, this did happen with tablets, when people thought that the iPad would replace "computers"...)

Tablets replaced computers for the most part. They are just a good bit smaller than we expected and have the capability to do phone calls. Mobile is a much bigger market than Desktop these days.

I find tablets are good for one thing--watching movies on the go. Desktops/Laptops do a ton more than that for me.

I disagree that tablets replaced computers. I've seen no evidence of that in my life. Maybe I'm an anomaly though?

Re: Microsoft eyes $10B bet on ChatGPT

#180
post #127

Earlier quoted context omitted.

How are they back when the only thing they manage to do is "pump money into already successful things" To me this is a sign they are no longer able to compete and are failing back, the only growth they expect is from acquisitions This is not looking good

How does it matter if a company buys or builds new projects? Betting on the right things is a hugely valuable skill. See Android, Youtube, Instagram, Tesla ... All projects that someone believed in, bought them, put money in, and then they became huge.

There is a difference between investing into a good idea to make it successful and investing into a good idea that is already successful

It is called "Opportunism"

"Look they are doing great things lately with AI", when they just pumped money into an already successful AI project

That's a short term vision, a sign of lack of capabilities in a specific domain, "let's buy our way in, nobody gonna notice"

Post reply on HN