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The next chapter of the Microsoft–OpenAI partnership

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Re: The next chapter of the Microsoft–OpenAI partnership

#51

Post by lysecret »

Oras wrote: post #31

> 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 itera…

Yea I use gcp vertex for this it already has Claude hope for OpenAI’s models eventually too.

Re: The next chapter of the Microsoft–OpenAI partnership

#52

Post by ossner »

> Once AGI is declared by OpenAI, that declaration will now be verified by an independent expert panel.

What were they really expecting as an alternative? Anyone can "declare AGI" especially since it's an inherently ill-defined (and agruably undefinable) concept, it's strange that this is the first bullet point like this was the fruit of intensive deliberation.

I don't fully understand what is going on in this market as a whole, I really doubt anyone does, but I do believe we will look back on this period and wonder what the hell we were thinking believing and lapping up everything these corporations were putting out.

Re: The next chapter of the Microsoft–OpenAI partnership

#54

Post by cogman10 »

respondo2134 wrote: post #26
anonymous908213 wrote: post #8

> AGI AGI AGI AGI AGI AGI AGI AGI AGI Spare me. Sam has been talking about ChatGPT already being AGI for ages, meanwhile still peddling this duplicitous talk about how AGI is coming despite it apparently already being here. Can we act like grownups and treat this like a normal tool? No, no we cannot, for Sam is a hype merchant.

it's notable that there is no talk about defining what exactly AGI is - or even spelling out the three letter acronym - because that doesn't serve his narative. He wants the general public to equate human intelligence with current OpenAI, not ask what does this mean or how would we know. He's selling another type of hammer that's proving useful in some situations but presenting it as the last universal tool anyone wi…

And because it's become apparent that LLMs aren't converging on what's traditionally been understood as AGI.

The promise of AGI is that you could prompt the LLM "Prove that the Riemann Hypothesis is either true or false" and the LLM would generate a valid mathematical proof. However, if you throw it into ChatGPT what you actually get is "Nobody else has solved this proof yet and I can't either."

And that's the issue. These LLMs aren't capable of reason, only regurgitation. And they aren't moving towards reason.

Re: The next chapter of the Microsoft–OpenAI partnership

#55

Post by qgin »

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 makes me feel that the extremely short AGI timelines might be less likely.

To sign this deal today, presumably you wouldn’t bother if AGI is just around the corner?

Maybe I’m reading too much into it.

Re: The next chapter of the Microsoft–OpenAI partnership

#56

Post by cogman10 »

conartist6 wrote: post #47
cogman10 wrote: post #40

Earlier quoted context omitted.

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.

I know, they could get a big banner that says MISSION ACCOMPLISHED.

Apparently the US military is for sale, so they probably could hang it up on a battleship even.

Re: The next chapter of the Microsoft–OpenAI partnership

#58

Post by yousif_123123 »

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 the stable coin company Tether is valued at 500 billion also.

Re: The next chapter of the Microsoft–OpenAI partnership

#59

Post by easton »

Shank wrote: post #48
Oras wrote: post #31

> 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 itera…

The API offerings are still only on Azure. It just means OpenAI doesn’t have to buy compute exclusively from Microsoft.

They also say "Non-API products may be served on any cloud provider.". I wonder what products they are thinking about. If I sell you a EC2 image with GPT-5 on it, is that a API?

My assumption is that they mean PaaS model hosting (so azure's ai service, bedrock, vertex), but I don't know what other product OpenAI is thinking about selling via a cloud provider unless it's training tooling or something.

Re: The next chapter of the Microsoft–OpenAI partnership

#60

Post by jplusequalt »

healsdata wrote: post #15
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.

> 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-...

A sufficiently large profit margin is what constitutes AGI? What a fucking joke.
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