OpenAI post: https://news.ycombinator.com/item?id=47921262 Tried to delete this submission in place of it but too late.
Microsoft and OpenAI end their exclusive and revenue-sharing deal
361–370 of 915 posts
Re: Microsoft and OpenAI end their exclusive and revenue-sharing deal
#362Earlier quoted context omitted.
I think we keep changing the goalposts on AGI. If you gave me CC in the 80's I would probably have called it 'alive' since it clearly passes the Turing test as I understood it then (I wouldn't have been able to distinguish it from a person for most conversations). Now every time it gets better we push that definition further and every crack we open to a chasm and declare that it isn't close. At the same time there ar…
Related: https://en.wikipedia.org/wiki/AI_effect The truth is, we have had AGI for years now. We even have artificial super intelligence - we have software systems that are more intelligent than any human. Some humans might have an extremely narrow subject that they are more intelligent than any AI system, but the people on that list are vanishing small. AI hasn't met sci-fi expectations, and that's a marketing oppor…
Re: Microsoft and OpenAI end their exclusive and revenue-sharing deal
#363Earlier quoted context omitted.
And almost by happenstance Apple. Turns out they have a great platform for inference and torched almost nothing comparatively on Siri. The Apple/Gemini deal is interesting, Google continues to demonstrate their willingness to degrade their experience on Apple to try and force people to switch.
Apple is basically in the same boat as AMD and Intel. They have a weak, raster-focused GPU architecture that doesn't scale to 100B+ inference workloads and especially struggles with large context prefill. TPUs smoke them on inference, and Nvidia hardware is far-and-away more efficient for training.
Re: Microsoft and OpenAI end their exclusive and revenue-sharing deal
#364Earlier quoted context omitted.
The metaverse is another example if anyone doubts the bounds of corporate stupidity.
Why? FaceBook largely requires an Apple iPhone, Apple computer, "Microsoft" computer, "Google" phone, or a "Google" computer to use it. At any point one of those companies could cut FaceBook off (ex. [1]). The Metaverse was a long term goal to get people onto a device (Occulus) that Meta controlled. While I think an AR device is much more useful than VR; I'm not convinced that it's a mistake for Meta to peruse not be…
Patrick Boyle did a nice video a few weeks back: https://www.youtube.com/watch?v=8BaSBjxNg-M
Re: Microsoft and OpenAI end their exclusive and revenue-sharing deal
#365Opinions are my own. I think the biggest winner of this might be Google. Virtually all the frontier AI labs use TPU. The only one that doesn't use TPU is OpenAI due to the exclusive deal with Microsoft. Given the newly launched Gen 8 TPU this month, it's likely OpenAI will contemplate using TPU too.
And almost by happenstance Apple. Turns out they have a great platform for inference and torched almost nothing comparatively on Siri. The Apple/Gemini deal is interesting, Google continues to demonstrate their willingness to degrade their experience on Apple to try and force people to switch.
Re: Microsoft and OpenAI end their exclusive and revenue-sharing deal
#366Opinions are my own. I think the biggest winner of this might be Google. Virtually all the frontier AI labs use TPU. The only one that doesn't use TPU is OpenAI due to the exclusive deal with Microsoft. Given the newly launched Gen 8 TPU this month, it's likely OpenAI will contemplate using TPU too.
Re: Microsoft and OpenAI end their exclusive and revenue-sharing deal
#367Earlier quoted context omitted.
Because they recently issued shares at a price many multiples of that, and people bought them. How else would you define financial worth?
I would use your number adjusted by some demand elasticity curve.
Re: Microsoft and OpenAI end their exclusive and revenue-sharing deal
#368It’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.
I think we keep changing the goalposts on AGI. If you gave me CC in the 80's I would probably have called it 'alive' since it clearly passes the Turing test as I understood it then (I wouldn't have been able to distinguish it from a person for most conversations). Now every time it gets better we push that definition further and every crack we open to a chasm and declare that it isn't close. At the same time there ar…
Re: Microsoft and OpenAI end their exclusive and revenue-sharing deal
#369This 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?
Re: Microsoft and OpenAI end their exclusive and revenue-sharing deal
#370Opinions are my own. I think the biggest winner of this might be Google. Virtually all the frontier AI labs use TPU. The only one that doesn't use TPU is OpenAI due to the exclusive deal with Microsoft. Given the newly launched Gen 8 TPU this month, it's likely OpenAI will contemplate using TPU too.