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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

#371
post #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.

[flagged]

At this point that phase is an attempt at status signaling.

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

#372

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.

In the recent Dwarkesh Podcast episode Jensen Huang (Nvidia) said that virtually nobody but Anthropic uses TPUs. How does that add up?

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

#373
post #177

Earlier quoted context omitted.

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

I think a stickied comment about this would be due. No idea if it's possible to call in @dang via at-name?

> No idea if it's possible to call in @dang via at-name?

No. Email hn@ycombinator.com

https://news.ycombinator.com/newsfaq.html

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

#375

Microsoft Corp. will no longer pay revenue to OpenAI and said its partnership with the leading artificial intelligence firm will not be exclusive going forward. What does this mean that Microsoft will no longer pay revenue to OpenAI? How did the original deal work?

It's unclear. That was never disclosed. It's similarly unclear what it means that they will no longer pay revenue share to OpenAI. Do they get the models for free now? How does OpenAI make money from the models hosted on Azure if not via revenue share?

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

#376

So, silly question, does this mean I will be able to get OpenAI models via Bedrock soon?

Likely, and via vertex on gcp (or whatever they are calling it this year).

Which also means, if you are a big boring AWS or GCP shop, and have a spend commitment with either as part of a long term partnership, it will count towards that. And, you won't likely have to commit to a spend with OpenAI if you want the EU data residency for instance. And likely a bit more transparency with infra provisioning and reserved capacity vs. OpenAI. All substantial improvements over the current ways to use OpenAI in real production.

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

#377
post #63
post #23

Biggest upside of this is I expect OpenAI models to be available on Bedrock, which is huge for not having to go back to all your customers with data protection agreements.

> OpenAI can now jointly develop some products with third parties. API products developed with third parties will be exclusive to Azure. Non-API products may be served on any cloud provider. This seems impossible.

I think they updated the article since you grabbed this line.

Amazon CEO says that these models are coming to Bedrock though: https://x.com/ajassy/status/2048806022253609115

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

#378

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…

Because it's been a massively expensive failure. They can't just will their own platform into existence just because it would be good to have, consumers have a say and they've rejected it completely.

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

#379
post #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.

[flagged]

> Who's else would they be?

Their employer? They may work at related company, and are required to say this.

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

#380
post #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.

[flagged]

Some on this forum will be working for companies with conflicts of interest on the topic, and if an employees words were construed to be the opinions of the company that could be bad for that person.
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