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Microsoft and OpenAI end their exclusive and revenue-sharing deal

bloomberg.com

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Re: Microsoft and OpenAI end their exclusive and revenue-sharing deal

#31

Post by JumpCrisscross »

jryio wrote: post #26

> 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. Azure is effectively OpenAI's personal compute cluster at this scale.

What fraction of Azure compute does OpenAI represent? (Does the $250bn commitment have a time period? Is it legally binding?)

Re: Microsoft and OpenAI end their exclusive and revenue-sharing deal

#33

Post by hx8 »

delis-thumbs-7e wrote: post #30

It’s insane how they talk about AGI, like it was some scientifically qualifiable thing that is certain to happen any time now. When I have become the javelin Olympic Champion, I will buy a vegan ice cream to everyone with a HN account.

Do the investments make sense if AGI is not less than 10 years away?

Re: Microsoft and OpenAI end their exclusive and revenue-sharing deal

#34

Post by theplatman »

delis-thumbs-7e wrote: post #30

It’s insane how they talk about AGI, like it was some scientifically qualifiable thing that is certain to happen any time now. When I have become the javelin Olympic Champion, I will buy a vegan ice cream to everyone with a HN account.

when i realized that sama isn't that much of an ai researcher, it became clearer that this is more akin to a group delusion for hype purposes than a real possibility

Re: Microsoft and OpenAI end their exclusive and revenue-sharing deal

#36

Post by easton »

Eridrus wrote: post #23

Biggest upside of this is I expect OpenAI models to be available on Bedrock, which is huge for not having to go back to all your customers with data protection agreements.

Isn’t that an “API product”? I read this assuming the whole point of renegotiation was to let OpenAI sell raw inference via bedrock, but that still seems to be blocked except for selling to the US Government.

Re: Microsoft and OpenAI end their exclusive and revenue-sharing deal

#37

Post by someguyiguess »

delis-thumbs-7e wrote: post #30

It’s insane how they talk about AGI, like it was some scientifically qualifiable thing that is certain to happen any time now. When I have become the javelin Olympic Champion, I will buy a vegan ice cream to everyone with a HN account.

Any sufficiently complex LLM is indistinguishable from AGI

Re: Microsoft and OpenAI end their exclusive and revenue-sharing deal

#38

Post by JumpCrisscross »

It's unclear which elements of this new deal are binding versus promises with OpenAI characteristics. "Microsoft Corp. will publish fiscal year 2026 third-quarter financial results after the close of the market on Wednesday, April 29, 2026" [1]; I'd wait for that before jumping to conclusions.

[1] https://news.microsoft.com/source/2026/04/08/microsoft-annou...

Re: Microsoft and OpenAI end their exclusive and revenue-sharing deal

#39

Post by HumblyTossed »

delis-thumbs-7e wrote: post #30

It’s insane how they talk about AGI, like it was some scientifically qualifiable thing that is certain to happen any time now. When I have become the javelin Olympic Champion, I will buy a vegan ice cream to everyone with a HN account.

The continued fleecing of investors.

Re: Microsoft and OpenAI end their exclusive and revenue-sharing deal

#40

Post by stavros »

delis-thumbs-7e wrote: post #30

It’s insane how they talk about AGI, like it was some scientifically qualifiable thing that is certain to happen any time now. When I have become the javelin Olympic Champion, I will buy a vegan ice cream to everyone with a HN account.

At this point, AGI is either here, or perpetually two years away, depending on your definition.
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