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The next chapter of the Microsoft–OpenAI partnership

openai.com

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Re: The next chapter of the Microsoft–OpenAI partnership

#31

Post by Oras »

> OpenAI has contracted to purchase an incremental $250B of Azure services, and Microsoft will no longer have a right of first refusal to be OpenAI’s compute provider.

So OpenAI could be on Google (GCP) and AWS, and possibly Claude and Gemini on Azure? that could be a good thing.

I use OpenRouter in multiple applications, the practicality of having one provider to host all possible LLMs is such a win to try and iterate without having to switch the cloud (big for enterprise who are stuck with one cloud provider)

Re: The next chapter of the Microsoft–OpenAI partnership

#32

Post by justinbaker84 »

healsdata wrote: post #10

I'm not savvy on investment terms, but most of these bullet points seem like a loss for Microsoft. What's the value in investing in a smaller company and then giving up things produced off that investment when the company grows?

I was thinking the same thing.

Re: The next chapter of the Microsoft–OpenAI partnership

#33

Post by [deleted] »

cjbarber wrote: post #14

> Microsoft holds an investment in OpenAI Group PBC valued at approximately $135 billion, representing roughly 27 percent on an as-converted diluted basis It seems like Microsoft stock is then the most straightforward way to invest in OpenAI pre-IPO. This also confirms the $500 billion valuation making OpenAI the most valuable private startup in the world. Now many of the main AI companies have decent ownership by pu…

[deleted]

Re: The next chapter of the Microsoft–OpenAI partnership

#34

Post by pinnochio »

cjbarber wrote: post #14

> Microsoft holds an investment in OpenAI Group PBC valued at approximately $135 billion, representing roughly 27 percent on an as-converted diluted basis It seems like Microsoft stock is then the most straightforward way to invest in OpenAI pre-IPO. This also confirms the $500 billion valuation making OpenAI the most valuable private startup in the world. Now many of the main AI companies have decent ownership by pu…

I think it's a bit late for that.

Also, you have to consider the size of Microsoft relative to its ownership of OpenAI, future dilution, and how Microsoft itself will fare in the future. If, say, Microsoft is on a path towards decreasing relevance/marketshare/profitability, any gains from its stake in OpenAI may be offset by its diminishing fortunes.

Re: The next chapter of the Microsoft–OpenAI partnership

#35

Post by skepticATX »

cjbarber wrote: post #6

> Once AGI is declared by OpenAI, that declaration will now be verified by an independent expert panel. I wonder what criteria that panel will use to define/resolve this.

I think the more interesting question is who will be on the panel?

A group of ex frontier lab employees? You could declare AGI today. A more diverse group across academia and industry might actually have some backbone and be able to stand up to OpenAI.

Re: The next chapter of the Microsoft–OpenAI partnership

#36

Post by _2d30 »

Can anyone point me to whether or not the OAI non-profit holds voting control or not after the recapitalization?

I've read this but it's extremely vague: https://openai.com/index/built-to-benefit-everyone/

As is this: https://openai.com/our-structure/

Especially so if the Non-profit foundation doesn't retain voting control, this remains the greatest theft of all time. I still can't quite understand how it should at all be possible.

Looking at the changes for MSFT, I also mostly don't understand why they did it!

Re: The next chapter of the Microsoft–OpenAI partnership

#37

Post by soared »

healsdata wrote: post #10

I'm not savvy on investment terms, but most of these bullet points seem like a loss for Microsoft. What's the value in investing in a smaller company and then giving up things produced off that investment when the company grows?

Exponential growth

Re: The next chapter of the Microsoft–OpenAI partnership

#38

Post by baconbrand »

conartist6 wrote: post #12
cjbarber wrote: post #6

> Once AGI is declared by OpenAI, that declaration will now be verified by an independent expert panel. I wonder what criteria that panel will use to define/resolve this.

This. This sentence reached off the page and hit me in the face. It only just then became obvious to me that to them it's a question of when, in large part because of the MS deal. Their next big move in the chess game will be to "declare" AGI.

This is phenomenally conceited on both companies’ parts. Wow.

Re: The next chapter of the Microsoft–OpenAI partnership

#39

Post by aeve890 »

empath75 wrote: post #23
cjbarber wrote: post #6

> Once AGI is declared by OpenAI, that declaration will now be verified by an independent expert panel. I wonder what criteria that panel will use to define/resolve this.

It's quite possible that GI and thus AGI does not actually exist. Though now the paper the other day by all those heavy hitters in the industry makes more sense in this context.

>It's quite possible that GI and thus AGI does not actually exist.

Aren't we humans supposed to have GI? Maybe you're conflating AGI and ASI.

Re: The next chapter of the Microsoft–OpenAI partnership

#40

Post by cogman10 »

conartist6 wrote: post #20
healsdata wrote: post #15

Earlier quoted context omitted.

> The two companies reportedly signed an agreement [in 2023] stating OpenAI has only achieved AGI when it develops AI systems that can generate at least $100 billion in profits. https://techcrunch.com/2024/12/26/microsoft-and-openai-have-...

So what, there just won't be a word for general intelligence anymore, you know, in the philosophical sense?

lol, this is "autopilot" and "full self driving" all over again.

Just redefine the terms into something that's easy to accomplish but far from the definition of the terms/words/promises.

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