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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

#361

OpenAI post: https://news.ycombinator.com/item?id=47921262 Tried to delete this submission in place of it but too late.

Usually we prefer the best third-party article to corporate press releases (https://hn.algolia.com/?dateRange=all&page=0&prefix=true&sor...) - I've put a link to the latter in the top text above.

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

#362

Earlier 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…

Hasn't met your sci-fi expectations, maybe. I pull a computer out of my pocket, and talk with it. Sure, I gets tripped up here and there, but take a step back, holy shit that's freaking amazing! I don't have a flying car or transparent aluminum, and society has its share of issues right now, but my car drives itself. Coming from the 90's, I think living in the sci-fi future! (Only question is, which one.)

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

#363

Earlier 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.

This doesn't get talked about enough - the GPU is weak, weak, weak. And anyone who can fix them will go to a serious AI company (for 2-3x the salary).

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

#364

Earlier 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…

>Why?

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

#365

Opinions 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.

They also degrade their own direct services with little warning or thought put into change management, so, to be fair, Apple may be getting the same quality of service as the rest of us.

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

#366

Opinions 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.

Many labs use TPUs, but not exclusively. Most labs need more compute than they can get, and if there's TPU capacity, they'll adapt their systems to be able to run partially on TPUs.

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

#367

Earlier 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.

The "back-of-the-napkin" only has enough room to estimate based on recently issued share price. Seems reasonable to me.

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

#368

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.

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…

Maybe moving the goalposts is how we find the definition?

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

#369
post #13

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?

[deleted]

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

#370

Opinions 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.

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