OpenAI and Microsoft extend partnership • Hacker News Board

Re: OpenAI and Microsoft extend partnership

#141

Post by partiallypro » Mon, Jan 23, 2023, 4:47 PM UTC

ruune wrote: post #99

lonelyasacloud wrote: post #81

Earlier quoted context omitted.

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.

Google still has it's own platforms. If we take a look at last generation consumer AI's, voice assistants, Google definitely beat Microsoft, and not only because Cortana sucked. Microsoft may dominate the AI market for office stuff soon, but for general purpose language models Google still has a great shot, especially when it comes to mobile platforms

The problem is that Google's model relies almost entirely on advertising...and AI will simply be almost impossible to wrap into that model. Microsoft doesn't really have that handicap.

Re: OpenAI and Microsoft extend partnership

#142

Post by mirker » Mon, Jan 23, 2023, 4:48 PM UTC

grogenaut wrote: post #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 lik…

Easiest way would be to classify the query to go to either Bing proper or ChatGPT. Example: “What is today’s date?” -> Bing “Write a rap song about hippos” -> ChatGPT

Re: OpenAI and Microsoft extend partnership

#143

Post by whimsicalism » Mon, Jan 23, 2023, 4:48 PM UTC

rospaya wrote: post #37

bfeynman wrote: post #32

Earlier quoted context omitted.

Other than just marketing BS, probably lack of customers who use GPUs. Both AWS and GCP have capacity issues. The biggest factor is also that Google is a direct competitor and invented the technology even, so obviously they will not cannibalize themselves by giving google more money to train its own models.

Don't use GCP but I've only had capacity issues on Azure since covid hit.

Interesting. My precovid experience was AWS was much harder to get GPU on.

Re: OpenAI and Microsoft extend partnership

#144

Post by diogopublio » Mon, Jan 23, 2023, 4:50 PM UTC

alexeichemenda wrote: post #97

roflyear wrote: post #41

Earlier 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.

100x is a great return even for YC standards, but the best returns that business angels, VCs and YC have had is in the order of magnitude of 10000x (yes, ten thousand). So capping at 100x still makes it attractive for investors, yet leaves a lot of potential capital for the non-profit. As one example, Sequoia invested in Airbnb at $0.01 per share, and Airbnb's current stock price is $102, almost exactly 10000x return…

Maybe that is a bit too much

$0.01 per mean share would mean 6.5M USD valuation (current mkt cap is 65Bn). Accounting for dilution in investment rounds, let's say 4 x 20% dilution, that is around 52% penalty in valuation. Roughly, their entering price would be around 3-4M USD valuation. I am not saying in any way that this is a low return also, I may be wrong on my calculation, please, be free to correct me! ; )

Re: OpenAI and Microsoft extend partnership

#145

Post by brookst » Mon, Jan 23, 2023, 4:51 PM UTC

kixxauth wrote: post #16

Kelteseth wrote: post #6

> We’ve also worked together to build OpenAI’s technology into apps like GitHub Copilot and Microsoft Designer. Good. I get better results from chatGpt than from Copilot. For example, often Copilot would invoke a bash command for copying a file in my python script, instead of using pythons buildin shutil.

Copilot may be one of the most valuable early use cases for chat AI. I've been brushing off AI as overhyped, but this is very compelling. I believe the real crux of software engineering is thinking about the problem and organizing solutions today which can be changed/improved/iterated in the future. Programmers too often overweight the time it takes to type things (using short variable & function names or creating te…

Copilot may be amazing, but I am having a hard time adapting. Writing code I'm in flow, and reviewing/debugging I'm in flow, but the constant appearance of suggestions that I need to evaluate for keep / fix / discard while writing is messing with my focus.

This might just be the equivalent of the old guy complaining that typewriters are better than word processors.

Re: OpenAI and Microsoft extend partnership

#146

Post by diogopublio » Mon, Jan 23, 2023, 4:52 PM UTC

londons_explore wrote: post #140

Let me translate this blog post out of corpspeak...: OpenAI has agreed to use Azure exclusively and for free, in return for Azure massively scaling up it's GPU capacity (which OpenAI was hitting before, hence threatening to move). In return, OpenAI gives an extensive license to Microsoft to use ChatGPT in Bing (and other products). Now why couldn't the blog post have just said that rather than hiding all the details?

I am 100% pro for a clear and direct communication, in fact this is what ChatGPT does haha

Re: OpenAI and Microsoft extend partnership

#147

Post by roflyear » Mon, Jan 23, 2023, 4:56 PM UTC

whimsicalism wrote: post #129

roflyear wrote: post #127

Earlier quoted context omitted.

When you invest in a company with this structure you're not doing it to make money, you're doing it b/c you believe in the product, that's why those structures exist, from my understanding.

if you believe in the product so much, just donate the money. what you are saying is not true.

I can only speak to what I'm familiar with, in my experience this has been the case. In my experience these individuals do donate to charity, but OpenAI is not a charity.

Re: OpenAI and Microsoft extend partnership

#148

Post by RegW » Mon, Jan 23, 2023, 4:57 PM UTC

brookst wrote: post #125

Closi wrote: post #14

Earlier quoted context omitted.

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.

Market cap is not a measure of past profits.

or future?

Re: OpenAI and Microsoft extend partnership

#149

Post by mejutoco » Mon, Jan 23, 2023, 4:57 PM UTC

SomeDog76 wrote: post #57

ThrowawayTestr wrote: post #24

2023 is the year of Bing, calling it now.

I have the feeling Bing is on the way to overtake Google even without OpenAI, recently google results seem to struggle more and more. Whenever I am trying to remember a word, if I type something similliar sounding google will give me no results at all. Bing (I use DDG which serves Bing results) will most of the time figure out what I was trying to find.

In my experience, if anything, Google tries too hard to guess what I mean, not the opposite.

Re: OpenAI and Microsoft extend partnership

#150

Post by napier » Mon, Jan 23, 2023, 5:01 PM UTC

belter wrote: post #67

Kuinox wrote: post #49

Earlier 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.

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?

Except unlike self driving cars they're repeatedly delivering desirable, interesting, and increasingly mind-blowing things that they weren't designed to do that surprise everyone including their makers i.e zero shot generalised task performance. Public awareness propagation of what unfiltered large models beyond a certain size and quality are capable of when properly prompted is obscured in part by the RLHF-jacketed restrictions limiting models like ChatGPT. There's relatively little hype around the coolest things LLMs can already achieve and even less than a minute fraction of surface potential has so far been scratched.