41–50 of 915 posts
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
Isn't this tautology? We've de facto defined AGI as a "sufficiently complex LLM."
Earlier quoted context omitted.
> Microsoft will no longer pay a revenue share to OpenAI. I feel this looks like a nice thing to have given they remain the primary cloud provider. If Azure improves it's overall quality then I don't see why this ends up as a money printing press as long as OpenAI brings good models?
OpenAI was also threatening to accuse "Microsoft of anticompetitive behavior during their partnership," an "effort [which] could involve seeking federal regulatory review of the terms of the contract for potential violations of antitrust law, as well as a public campaign" [1]. [1] https://www.wsj.com/tech/ai/openai-and-microsoft-tensions-ar...
> 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?)
That article doesn't give a timeframe, but most of these use 10 years as a placeholder. I would also imagine it's not a requirement for them to spend it evenly over the 10 years, so could be back-loaded.
OpenAI is a large customer, but this is not making Azure their personal cluster.
This agreement feels so friendly towards OpenAI that it's not obvious to me why Microsoft accepted this. I guess Microsoft just realized that the previous agreement was kneecapping OpenAI so much that the investment was at risk, especially with serious competition now coming from Anthropic?
Interesting side effect of this is that Google Cloud may now be the only hype scaler that can resell all 3 of the labs models? Maybe I'm misinterpreting this, but that would be a notable development, and I don't see why Google would allow Gemini to be resold through any of the other cloud providers. Might really increase the utility of those GCP credits.
Might not be good for Gemini long term if Anthropic and OpenAI can and will sell in every cloud provider they can find but businesses can only use Gemini via Google Cloud.
Interesting side effect of this is that Google Cloud may now be the only hype scaler that can resell all 3 of the labs models? Maybe I'm misinterpreting this, but that would be a notable development, and I don't see why Google would allow Gemini to be resold through any of the other cloud providers. Might really increase the utility of those GCP credits.
Might not be good for Gemini long term if Anthropic and OpenAI can and will sell in every cloud provider they can find but businesses can only use Gemini via Google Cloud.
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.
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?
They can. If one consolidated the AI industry into a single monopoly, it would probably be profitable. That doesn't mean in its current state it can't succumb to ruionous competition. But the AGI talk seems to be mostly aimed at retail investors and philospher podcasters than institutional capital.
The circular economy section really is shocking- OpenAI committing to buying $250 Billion of Azure services, while MSFT's stake is clarified as $132 Billion in OpenAI. Same circular nonsense as NVIDIA and OpenAI passing the same hundred billion back and forth.