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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

#141

Post by isk517 »

torginus wrote: post #137
chasd00 wrote: post #88

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

What? I thought Azure will always have the Sharepoint/Office/Active Directory cash cow.

Their engineers have been working tirelessly to make Sharepoint/Office/Active Directory as terrible as it possibly could be while still technically being functional, while continuing to raise prices on them. I've seen many small business start to chose Google Workspace over them, the cracks have formed and are large enough that they are no longer in a position were every business just go with Office because that's what everyone uses.

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

#142

Post by staminade »

1f60c wrote: post #112

Wait, I thought OpenAI had to pay Microsoft until AGI was achieved or something? Am I misremembering? Is that a different thing?

My understand was that was in relation to IP licensing. Microsoft got access to anything OpenAI built unless they declared they had developed AGI. This new article apparently unlinks revenue sharing from technology progress, but it's unclear to me if it changes the situation regarding IP if OpenAI (claim to) have achieved AGI.

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

#143

Post by saaaaaam »

dijit wrote: post #125
freediddy wrote: post #118

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…

I don’t understand the “record high” point. How did you decide when a “record high” had been reached in a volatile market? Because at $1 the record high might be $2 until it reaches $3 a week or month later. How did you determine where to slice on “record highs”?

Genuine question because I feel like I’m maybe missing something!

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

#144

Post by karmasimida »

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.

> some scientifically qualifiable thing that is certain to happen any time now.

If you present GPT 5.5 to me 2 years ago, I will call it AGI.

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

#145

Post by dzonga »

aurareturn wrote: post #29
dinosor wrote: post #17

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?

Does this mean Microsoft gets OpenAI's models for "free" without having to pay them a dime until 2032? And on top of that, OpenAI still has to pay Microsoft a share of their revenue made on AWS/Google/anywhere until 2030? And Microsoft owns 27% of OpenAI, period? That's a damn good deal for Microsoft. Likely the investment that will keep Microsoft's stock relevant for years.

own 27%. but are entitled to OpenAI profits of 49% for eternity (if OpenAI is profitable or government steps in)

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

#146

Post by BoredPositron »

karmasimida wrote: post #144
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.

> some scientifically qualifiable thing that is certain to happen any time now. If you present GPT 5.5 to me 2 years ago, I will call it AGI.

GPT 4 was 3 years ago... it's iterative enhancement.

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

#147

Post by renticulous »

lucaslazarus wrote: post #48
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.

It’s pretty much a religious eschatology at this point

Progess is generally salami slicing just as escalation in geopolitics. Not a step function.

Russian Invasion - Salami Tactics | Yes Prime Minister

https://www.youtube.com/watch?v=yg-UqIIvang

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

#148

Post by wongarsu »

karmasimida wrote: post #144
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.

> some scientifically qualifiable thing that is certain to happen any time now. If you present GPT 5.5 to me 2 years ago, I will call it AGI.

It performs at a usable level across a wide range of tasks. I'm not sure about two years ago, but ten years ago we would have called it an AGI. As opposed to "regular AI" where you have to assemble a training set for your specific problem, then train an AI on it before you can get your answers.

Now our idea of what qualifies as AGI has shifted substantially. We keep looking at what we have and decide that that can't possibly be AGI, our definition of AGI must have been wrong

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

#149

Post by AndrewKemendo »

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.

> some scientifically qualifiable thing that is certain to happen any time now

Your position is a tautology given there is no (and likely will never be) collectively agreed upon definition of AGI. If that is true then nobody will ever achieve anything like AGI, because it’s as made up of a concept as unicorns and fairies.

Is your position that AGI is in the same ontological category as unicorns and Thor and Russell’s teapot?

Is there’s any question at this point that humans won’t be able to fully automate any desired action in the future?

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

#150

Post by renticulous »

HumblyTossed wrote: post #39
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.

Investors are typically people with surplus money to invest. Progress cannot be made without trial and error. So fleecing of investors for the greater good of humanity is something I shall allow.
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