Hacker News Board Hacker News, browsed like a classic message board
Live data from Hacker News

The next chapter of the Microsoft–OpenAI partnership

openai.com

Post reply on HN
Print view View original

101–110 of 496 posts

Re: The next chapter of the Microsoft–OpenAI partnership

#101

Post by no_wizard »

mr_toad wrote: post #75
pinnochio wrote: post #34

Earlier quoted context omitted.

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.

> If, say, Microsoft is on a path towards decreasing relevance/marketshare/profitability That’s a big if. I see a lot of people in big enterprises who would never even consider anything other than Microsoft and Azure.

C# and .NET have a bigger market share than what gets talked about in trendy circles

Re: The next chapter of the Microsoft–OpenAI partnership

#102

Post by codyb »

shaky-carrousel wrote: post #91
philipwhiuk wrote: post #79

> Once AGI is declared by OpenAI, that declaration will now be verified by an independent expert panel. > Microsoft’s IP rights for both models and products are extended through 2032 and now includes models post-AGI, with appropriate safety guardrails. Does anyone really think we are close to AGI? I mean honestly?

AGI as a PR stunt for OpenAI is becoming a meme.

We're just a year away from full self driving!

Re: The next chapter of the Microsoft–OpenAI partnership

#103

Post by mrweasel »

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?

If Microsoft doesn't believe that OpenAI will achieve AGI by 2030 or that there's a chance that OpenAI won't be the premiere AI company in four years, the deal looks less like a lose and more like they are buying their way out of a risky bet. On the other hand, if OpenAI does well, then Microsoft have a 27% stake in the company and that's not nothing.

This looks more like Microsoft ensuring that they'll win, regardless of how OpenAI fairs in the next four to six years.

Re: The next chapter of the Microsoft–OpenAI partnership

#104

Post by PyWoody »

coldpie wrote: post #69
afavour wrote: post #63

Earlier quoted context omitted.

It's all so unfathomably stupid. And it's going to bring down an economy.

I'm honestly starting to feel embarrassed to even be employed in the software industry now.

I've been telling people I do "computer stuff" since the NFT days.

Re: The next chapter of the Microsoft–OpenAI partnership

#105

Post by onlyrealcuzzo »

philipwhiuk wrote: post #79

> Once AGI is declared by OpenAI, that declaration will now be verified by an independent expert panel. > Microsoft’s IP rights for both models and products are extended through 2032 and now includes models post-AGI, with appropriate safety guardrails. Does anyone really think we are close to AGI? I mean honestly?

Love that we have reached AGI, but OpenAI's LLM can't even drive a car...

Re: The next chapter of the Microsoft–OpenAI partnership

#106

Post by whizzter »

pinnochio wrote: post #34
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.

Huh? Windows itself might have had it's heyday but MS is solidly at #2 for clouds only behind AWS with enterprise Windows shops that will be hard pressed to not use MS options if they go to the cloud (Google really has continued to fumble their cloud positions with their reputation for "killedbygoogle.com" nagging on everyones mind).

The biggest real threat to MS position is the Trump administration pushing foreign customers away with stuff like shutting down the ICJ Microsoft accounts, but that'll hurt AWS and Google equally much (The winners of that will be Alibaba and other foregin providers that can't compete in full enterprise stacks today).

Re: The next chapter of the Microsoft–OpenAI partnership

#107

Post by cool_man_bob »

danans wrote: post #97

> Once AGI is declared by OpenAI ... I think it's funny and telling that they've used the word "declare" where what they are really doing is "claim". These guys think they are prophets.

> These guys think they are prophets.

You say this somewhat jokingly, but I think they 100% believe something along those lines.

Re: The next chapter of the Microsoft–OpenAI partnership

#108

Post by sekai »

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…

> This also confirms the $500 billion valuation making OpenAI the most valuable private startup in the world.

SpaceX?

Re: The next chapter of the Microsoft–OpenAI partnership

#109

Post by discordance »

6thbit wrote: post #83

What does it mean to have “Azure API exclusivity”?

OpenAI models are hosted on Azure and are available through Azure AI Foundry exclusively (no other cloud vendors serve OpenAI directly). This also means that Azure customers can access OpenAI models and it sits under their Azure data governance agreements.
Post reply on HN