131–140 of 915 posts
This gives OpenAI the ability to goto AWS instead of exclusively on Azure. I guess Azure really is hanging on by a thread. https://news.ycombinator.com/item?id=47616242
And Azure still doesn't support IPv6, looking at the GitHub[1]. [1] https://github.com/orgs/community/discussions/10539
Nadella had OpenAI by the short and curlies early on. But all I've seen from him in the last couple of years is continuously acquiescing to OpenAI's demands. I wonder why he's so weak and doesn't exert more control over the situation? At one point Microsoft owned 49% of OpenAI but now it's down to 27%?
Everything is personal preference, and perhaps I am more fiscally conservative because I grew up in poverty. But if I own 49% of a company and that company has more hype than product, hasn't found its market yet but is valued at trillions? I'm going to sell percentages of that to build my war chest for things that actually hit my bottom line. The "moonshot" has for all intents and purposes been achieved based on the…
Wait, I thought OpenAI had to pay Microsoft until AGI was achieved or something? Am I misremembering? Is that a different thing?
Earlier quoted context omitted.
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.
If they wanted named exclusivity rather than general exclusivity, we would charge a somewhat smaller amount for each competitor they wanted exclusivity from. They could give up exclusivity at any time.
That was precisely how we structured our deal with Azure, back in 2014-2016 or so.
Earlier quoted context omitted.
Everything is personal preference, and perhaps I am more fiscally conservative because I grew up in poverty. But if I own 49% of a company and that company has more hype than product, hasn't found its market yet but is valued at trillions? I'm going to sell percentages of that to build my war chest for things that actually hit my bottom line. The "moonshot" has for all intents and purposes been achieved based on the…
Microsoft didn't sell anything. OpenAI created more shares and sold those to investors, so Microsoft's stake is getting diluted. And Microsoft only paid $10B for that stake for the most recognizable name brand for AI around the world. They don't need to "hedge their bets" it's already a humongous win. Why let Altman continue to call the shots and decrease Microsoft's ownership stake and ability to dictate how OpenAI…
That's a flawed argument. Why wouldn't you want to hedge a risky bet, and one that's even quite highly correlated to Microsoft's own industry sector?
This gives OpenAI the ability to goto AWS instead of exclusively on Azure. I guess Azure really is hanging on by a thread. https://news.ycombinator.com/item?id=47616242
Earlier quoted context omitted.
I don't think Microsoft ever had that restriction. They partnered with everyone already. https://blogs.microsoft.com/blog/2025/11/18/microsoft-nvidia... https://azure.microsoft.com/en-us/blog/deepseek-r1-is-now-av... https://ai.azure.com/
Also Mistral e.g. https://azure.microsoft.com/en-us/blog/microsoft-and-mistral... AFAICT they are just hedging their bets left and right still. Also feels like they are winning in the sense that despite pretty much all those products being roughly equivalent... they are still running on their cloud, Azure. So even though they seem unable to capture IP anymore, they are still managing to get paid for managing the infr…
Earlier quoted context omitted.
And Azure still doesn't support IPv6, looking at the GitHub[1]. [1] https://github.com/orgs/community/discussions/10539
lol GitHub doesn’t run on azure at msft They still run their own platform.
https://thenewstack.io/github-will-prioritize-migrating-to-a...
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…