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OpenAI and Microsoft extend partnership

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Re: OpenAI and Microsoft extend partnership

#101
post #30
post #8

> 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.

I take this in the same vein as "Patagonia Founder Donates Company to Charity" and view it as a clever shell game.Mostly because Im cynical and have watched SV/VC game way too long to be healthy.

Right, like all those cryptocurrency companies structured as non-profit foundations in Switzerland.

Re: OpenAI and Microsoft extend partnership

#102

Earlier quoted context omitted.

It seems like the fine tune dataset to go from GPT -> ChatGPT is pretty valuable, particularly because it is proprietary. Still, I agree with your characterization that we should see many similar models over time. As an example, see Deepmind’s Sparrow: https://www.deepmind.com/blog/building-safer-dialogue-agents

Yes & No. GPT ChatGPT: probably not. It's not hard for other big players to enter this space. It's mostly egg-on-face for Google that they haven't given that Google basically invented the model that OpenAI uses and has big versions internally. There's nothing fundamental stopping Google Docs from adding ChatGPT to their UI and getting way more consumer training data than OpenAI can get without a similar play, or for…

> There's nothing fundamental stopping Google Docs from adding ChatGPT to their UI and getting way more consumer training data than OpenAI can get without a similar play.

OpenAI could get exactly the same (or more, idk) data by integrating into Teams, considering the Microsoft partnership.

Re: OpenAI and Microsoft extend partnership

#103
post #70

Earlier quoted context omitted.

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.

> Making the best developer tools for free or at least close to free

The bastards! Making and releasing high quality developer tools. We have to stop them! Has MS actually EEE'd anything in the last 25 years? I legit can't think of a single formerly-open thing that's been Microsofted via their own extensions.

Re: OpenAI and Microsoft extend partnership

#105
post #61

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.

Training and the guard rails. Beyond that, if it becomes built into the (MS) tools that people are using then convenience is going to be a very hard barrier for Google (or anyone else) to overcome.

G-suite?

Re: OpenAI and Microsoft extend partnership

#106
Somewhat off topic, does someone know how bing might integrate chat gpt into search. Is it to understand the prompt and filter results. Taking the question and summarizing it to search the index. Is it to summarize all the documents into an index and search that. Or to just be like chat gpt is now and use it to generate new results from it's knowledge base? I'm trying to connect the dots between a generative form like these are and how it would influence search in the future. Or is the lucene style index search on it's way out in a generative world?

Re: OpenAI and Microsoft extend partnership

#107
post #61

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.

A couple points which I don't see elsewhere:

1) They have the best quality model. Better quality means more users. More users means more data. Which means higher quality...

2) operationalizing & scaling these these models is non-trivial. I'm not sure what the state of distillation/pruning is for GPT-3, but I imagine they have figured out some proprietary techniques.

3) It's not just publishing a single model, but making it so people can fine tune and push their own. Because they've gotten good at 2, now anyone can create their own version of GPT customized for their use case.

Will Google or others be able to do the same eventually? Definitely.

The point I'm more making is that it's not just training the model and running it.

Re: OpenAI and Microsoft extend partnership

#108
post #8

> 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.

I get that these things cost a huge amount of money and there's a "lot of opportunity" ( aka make money and influence ) and I don't have many problems with that, except when the signal vs scumbaggery becomes too much.

But what I really hate about this whole OpenAI thing is their chosen path to have their cake and eat it too. Sam Altman seems to be something like the love child of Musk and Zuckerberg and one of the main traits is their lack of honesty.

Satya Nadella is.. Satya Nadella, there's a reason he was chosen to be the CEO of Microsoft, and while I enjoy seeing the Google demi-gods squirm, this whole OpenAI non/capped/profit thing stinks and I really don't see anyone involved capable or having the character to be something better than the current tech oligarchy.

Re: OpenAI and Microsoft extend partnership

#109
post #14
post #8

> 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.

Google apparently has a market cap of around $1.200 Trillion based [0] largely on (for 2021) revenue of 256.7 billion U.S. dollars, of which 209.49 billion U.S. dollars came from advertising [1]. It's apparently fourth on the list of valuable companies [4]

If OpenAI takes a good chunk of Google's ad revenues then it doesn't seem that fanciful that it'll be up toward the top of market caps.

[0] https://companiesmarketcap.com/alphabet-google/marketcap/ [1] https://www.statista.com/statistics/266206/googles-annual-gl... [2] https://businessplus.ie/news/most-valuable-companies/

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