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Apple to 'pay' OpenAI for ChatGPT through distribution, not cash

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Re: Apple to 'pay' OpenAI for ChatGPT through distribution, not cash

#31

Post by mensetmanusman »

Havoc wrote: post #23
CuriouslyC wrote: post #13

Earlier quoted context omitted.

Sam has gotten OpenAI well capitalized, and is playing a bit of a ponzi game. The big moves he has made are almost certainly not sustainable, and he's betting the farm that OpenAI can snowball into a monopoly position, bring costs way down and take over the world before investors start giving him the cold shoulder. OpenAI is far ahead of pretty much everyone but Meta in the race, but in the long run I think Mark and…

That’s not gonna work. The Chinese pricing is already 1/20th of oai. Not as good sure but that very much limits scope for a pure cost play. You can’t win that against state backed entities

https://apnews.com/article/china-chatbot-xi-jinping-thought-...

What will the Chinese ai be able to discuss?

Re: Apple to 'pay' OpenAI for ChatGPT through distribution, not cash

#32

Post by rickdeckard »

dwighttk wrote: post #19

Google pays Apple for distribution, so it sounds like Apple said “you pay for compute and we’ll give you the distribution for free”

Depends. How would that "free distribution" of "free compute" translate into profit for the company with the compute-bill?

Only via conversion of users to paid OpenAI accounts?

Re: Apple to 'pay' OpenAI for ChatGPT through distribution, not cash

#33

Post by steveBK123 »

I wonder if VCs will be the ones left holding the bag at the end of this AI cycle.

You have hyperscalers "investing" in AI startups with compute credits, Nvidia "investing" in AI startups (who spend most of it on buying/renting their GPUs) and now this Apple deal.

Re: Apple to 'pay' OpenAI for ChatGPT through distribution, not cash

#34

Post by taulien »

From the article, it sounds like Apple aims to create an "AI App Store", where the users can choose the AI Supplier thmeselves instead of only beeing locked in to "Apple Intelligence". I think its a smart move to build an AI platform instead of beeing an AI supplier by themselves.

Re: Apple to 'pay' OpenAI for ChatGPT through distribution, not cash

#35

Post by jb1991 »

taulien wrote: post #34

From the article, it sounds like Apple aims to create an "AI App Store", where the users can choose the AI Supplier thmeselves instead of only beeing locked in to "Apple Intelligence". I think its a smart move to build an AI platform instead of beeing an AI supplier by themselves.

FYI, it's "being" not "beeing", unless you are a keeper of bees, perhaps, making honey.

Re: Apple to 'pay' OpenAI for ChatGPT through distribution, not cash

#36

Post by infecto »

Havoc wrote: post #23
CuriouslyC wrote: post #13

Earlier quoted context omitted.

Sam has gotten OpenAI well capitalized, and is playing a bit of a ponzi game. The big moves he has made are almost certainly not sustainable, and he's betting the farm that OpenAI can snowball into a monopoly position, bring costs way down and take over the world before investors start giving him the cold shoulder. OpenAI is far ahead of pretty much everyone but Meta in the race, but in the long run I think Mark and…

That’s not gonna work. The Chinese pricing is already 1/20th of oai. Not as good sure but that very much limits scope for a pure cost play. You can’t win that against state backed entities

The Great wall of China is as good as OAI?

Re: Apple to 'pay' OpenAI for ChatGPT through distribution, not cash

#37

Post by aurareturn »

steveBK123 wrote: post #33

I wonder if VCs will be the ones left holding the bag at the end of this AI cycle. You have hyperscalers "investing" in AI startups with compute credits, Nvidia "investing" in AI startups (who spend most of it on buying/renting their GPUs) and now this Apple deal.

Did VCs end up holding the bag at the end of the mobile revolution hype cycle?

Re: Apple to 'pay' OpenAI for ChatGPT through distribution, not cash

#38

Post by infecto »

aurareturn wrote: post #26
sumedh wrote: post #21

Earlier quoted context omitted.

> there were 3-4 vendors Apple could play off each other. Which 3-4 vendors?

ChatGPT first. In conversation with reporters after the WWDC keynote, Apple's senior VP of software engineering Craig Federighi revealed that as Apple Intelligence evolves, the company eventually wants to give its users a choice between different AI models, and suggested that Google Gemini could be an option in the future. "We think ultimately people are going to have a preference for certain models they want to use,…

Why even list Chinese vendors? Those would never happen in a western market.

Re: Apple to 'pay' OpenAI for ChatGPT through distribution, not cash

#39

Post by steveBK123 »

jgalt212 wrote: post #7

Apple was being pressured by Wall Street to make move here, so you'd think they'd have the weak hand. However, by the time they moved, there were 3-4 vendors Apple could play off each other.

It seems like Apple played this very well and are going to treat LLM the way they do search. At some point the LLMs will be bidding for placement on iOS devices, like the Google search deal.

Re: Apple to 'pay' OpenAI for ChatGPT through distribution, not cash

#40

Post by taneq »

jb1991 wrote: post #35
taulien wrote: post #34

From the article, it sounds like Apple aims to create an "AI App Store", where the users can choose the AI Supplier thmeselves instead of only beeing locked in to "Apple Intelligence". I think its a smart move to build an AI platform instead of beeing an AI supplier by themselves.

FYI, it's "being" not "beeing", unless you are a keeper of bees, perhaps, making honey.

I would think the keeper would be keeping and the bees themselves would be beeing.
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