Hand wave all you like. If Microsoft is putting money into a 3rd party company for their AI (and, they are. right now ) …that is fundamentally not sustainable as the “total value” of the relationship increases. Either a) Microsoft will in-house their own version and drop openAI, or b) they’ll buy them. Any other conclusion that anyone draws about Microsoft’s commercial relationships is delusional. The only point in c…
Another consideration here is whether or not OpenAI specifically is inherently special relative to other systems. ChatGPT is popular , because most of the world has looked at it (myself included) and thought “wow”, but I don’t know what Google, Microsoft or anyone else has running in their labs. Google’s LAMDA demo some time back was incredibly impressive, but it’s not led to anything publicly released yet, so compar…
Re: Microsoft will have to buy OpenAI in 2023
#61This aged like milk.