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Microsoft and OpenAI end their exclusive and revenue-sharing deal

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

#81

"We want to sell surveillance services to the US gov. MSFT was hesitant so we gave ourselves room to do it without them."

Extremely hard to believe that MSFT would have any hesitancy about working with the US government.

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

#82

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

If we take that statement as fact then I don't believe we are even close to an LLM being sufficiently complex enough.

However, I don't think it is even true. LLMs may not even be on the right track to achieving AGI and without starting from scratch down an alternate path it may never happen.

LLMs to me seem like a complicated database lookup. Storage and retrieval of information is just a single piece of intelligence. There must be more to intelligence than a statistical model of the probable next piece of data. Where is the self learning without intervention by a human. Where is the output that wasn't asked for?

At any rate. No amount of hype is going to get me to believe AGI is going to happen soon. I'll believe it when I see it.

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

#83

The AGI talk is shocking but not surprising to anyone looking at how bombastic Sam Altman's public statements are. 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.

Dennis: I think we made every single one of our Paddy's Dollars back, buddy. Mac: You're damn right. Thus creating the self-sustaining economy we've been looking for. Dennis: That's right. Mac: How much fresh cash did we make? Dennis: Fresh cash! Uh, well, zero. Zero if you're talking about U.S. currency. People didn't really seem interested in spending any of that. Mac: That's okay. So, uh, when they run out of the…

You forgot the best line: "I don't know how the US economy works, much less some kind of self-sustaining one".

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

#85

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.

Make mine p p p p p p vicodin

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

#86

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.

that will likely mean the end of gemini models...

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

#87

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

You can read the leaked emails from the Musk lawsuit.

At the very least, Ilya Sutskever genuinely believed it, even when they were just making a DOTA bot, and not for hype purposes.

I know he's been out of OpenAI for a while, but if his thinking trickled down into the company's culture, which given his role and how long he was there I would say seems likely, I don't think it's all hype.

Grand delusion, perhaps.

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

#89

Am I crazy, or was this press release fully rewritten in the past 10 minutes? The current version is around half the length of the old one, which did not frame it as a "simplification" "grounded in flexibility" but as a deeper partnership. It also had word salad about AGI, and said Azure retained exclusivity for API products but not other products, which the new statement seems to contradict. What was I looking at?

I noticed the exact same thing. I read the original, went back to read it again and it’s completely changed.

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

#90
post #25

Earlier quoted context omitted.

They were paying them 20% of the revenue from the hosted OpenAI products I believe?

Does this mean they will host OpenAI products but not pay them? Or does it mean they are paying them in some other way?

It seems that the old deal was exclusivity to MSFT with revenue share, and now no exclusivity, no revenue share.

Bear in mind that MSFT have rights to OpenAI IP (as well as owning ~30% of them). The only reason they were giving revenue share was in return for exclusivity.

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