For people more well versed in this space: does GPT / OpenAI more broadly have a meaningful moat? It seems like there will be a number of these models out there and this isn't as great as say Google's up-till-now advantage in search relevancy.
OpenAI and Microsoft extend partnership
61–70 of 298 posts
Re: OpenAI and Microsoft extend partnership
#62Earlier quoted context omitted.
It must have been in the first round [1], but leaves open the question of whether this is still the case: > Returns for our first round of investors are capped at 100x their investment (commensurate with the risks in front of us), and we expect this multiple to be lower for future rounds as we make further progress. [1] https://openai.com/blog/openai-lp/
Isn't this a wild cap? I'm not an expert but I am aware of private deals that are less than 10x for similar structures.
Yes, it's pure marketing and totally disingenuous. It's like being called OpenAI while nothing is open. It's interesting research done by terrible people.
Re: OpenAI and Microsoft extend partnership
#63> Azure’s unique architecture design has been crucial in delivering best-in-class performance and scale Is there something unique about Azure, which makes it well suited for AI?
Yep, the discounts.
Re: OpenAI and Microsoft extend partnership
#64> So, we’ve partnered with Microsoft to deploy our technology through our API and the Azure OpenAI Service — enabling enterprise and developers to build on top of GPT, DALL·E, and Codex.
I wonder how much of choice will enterprises or large customers have in deciding what data to not send to Microsoft to train their models. If OpenAI is tightly integrated to all Microsoft products this may be a real concern.
Re: OpenAI and Microsoft extend partnership
#65They are running at capacity now. Can they scale fast enough?
They have as many frre users as they are willing to pay for to present a free demo; rest assured that the fee for paid users is more than sufficient to pay for whatever capacity they need.
Re: OpenAI and Microsoft extend partnership
#66> In pursuit of our mission to ensure advanced AI benefits all of humanity, OpenAI remains a capped-profit company and is governed by the OpenAI non-profit. This structure allows us to raise the capital we need to fulfill our mission without sacrificing our core beliefs about broadly sharing benefits and the need to prioritize safety. All this time, I was entirely unaware of this.
The cap is 100x, so assuming Microsoft is investing billions in a current valuation of $29 billion as rumoured, the cap will only really come into place once OpenAI becomes the most valuable company in the world.
100x on profits* just for clarity
Re: OpenAI and Microsoft extend partnership
#67Earlier quoted context omitted.
Isn't this a wild cap? I'm not an expert but I am aware of private deals that are less than 10x for similar structures.
If they reach AGI, or more simply replace a chunk of workers with AIs, this isn't far fetched to reach these numbers.
Oh please no...not the Tesla AutoPilot story again.
These are basic language models easy to reproduce where the only barrier to entry is the massive computational capacity required. What is OpenAI doing that Google and others can't reproduce?
Re: OpenAI and Microsoft extend partnership
#68Earlier quoted context omitted.
If they reach AGI, or more simply replace a chunk of workers with AIs, this isn't far fetched to reach these numbers.
If they reach AGI, the AGI isn't necessarily going to be happy to work for free.
Do you think AGI will care about wealth at all (whenever this happens)?
Re: OpenAI and Microsoft extend partnership
#69Microsoft is handling the AI revolution extremely well. They see the potential brand damage that comes with a such a product, so they probably just hold less than 50% of the company, to be able to say "this is not us". Which then allows openAI to experiment and wow people, while google is anxious about showing 10% of its crazy AI capabilities to avoid potential PR disasters.
What are you talking about? All you have to do is make an A.I. robot dance and crack wise, and your golden. At least that's what the game Borderlands taught me.
Ah yes Borderlands, patenting the practical method of keeping superhuman AI in check.... stairs.
Re: OpenAI and Microsoft extend partnership
#70'Extend' Even capitalized and straight from the horses mouth, but as unsurprisingly predicted in: [0] > * OpenAI will gain further investment... We already know about ChatGPT Pro since that is a paid version of ChatGPT coming soon, meaning that the second prediction in [0] as also turned out to be true: > ...ChatGPT by then will become a paid service Now we wait until the startups depending on the service start to ra…
It's been over 25 years. It's really time to let this one go.
Yes. 25 Years and Microsoft has gotten much smarter with EEE.
Making the best developer tools for free or at least close to free is another form of extinguish and they have just done that with OpenAI and GitHub.