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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

#391

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%?

If Sam continues doing Sam things, MS might get 0% of OpenAI if Satya insists on the previous contract. Either by closing up OpenAI and opening up OpaenAI and/or by MS suing it out of existence. It’s all about what MS can get out of it. If they can get 27% of something rather than nothing, they’re better off.

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

#392
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]

Its to cover their ass in the event someone makes a stink and quotes them as if its a company opinion.

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

#393

Earlier quoted context omitted.

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 very clear for a long time that the vast majority of people do not want to play VR Second Life.

Meta's vision was worse than that. They were trying to hype doing work meetings in VR. There's a case to be made that VR games and VR universes can be fun... But work meetings?

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

#394

Earlier quoted context omitted.

It makes sense though. Humans are coherent to the economy based on their ability to perform useful work. If an AI system can perform work as well as or better than any human, than with respect to "anything any human has ever been willing to pay for", it is AGI. I don't get why HN commenters find this so hard to understand. I have a sense they are being deliberately obtuse because they resent OpenAI's success.

It doesn’t though, AGI have far greater implications than doing mundane work of today. Actual AGI would self improve, that in itself would change literally every single thing of human civilization, instead we are talking about replacing white collar jobs.

Not to worry, humanoid, generally useful robots are only a few years away.

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

#396

Earlier quoted context omitted.

I could easily make that graph a reality and sustain that pace for a couple years, considering I'm starting from 0 javelin skill.

It is a simple mathematical fact that if you get married one year and have twins the next, your household will contain over a million people within 20 years.

https://xkcd.com/605/

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

#397
post #382
post #305

Earlier quoted context omitted.

Before I start typing, I think abstractly about the topic and decide on what I shall write in response. Due to the linear nature of time, typing necessarily happens one word at a time, but I am never producing a probability distribution of words (at least not in a way that my conscious self can determine), I consider an entire idea and then decide what tokens to enter into the computer in order to communicate the ide…

> I am never producing a probability distribution of words (at least not in a way that my conscious self can determine) Inability to introspect your own word selections does not mean it’s meaningfully different from what an LLM does. There is plenty of evidence that humans do a lot of things that are not driven by conscious choice and we rationalize it after the fact. > I consider an entire idea and then decide what…

> Inability to introspect your own word selections does not mean it’s meaningfully different from what an LLM does. There is plenty of evidence that humans do a lot of things that are not driven by conscious choice and we rationalize it after the fact.

This is correct and also completely irrelevant. I am describing what I experience, and describing how my experience seems very different to next token prediction. I therefore conclude that it's plausible that there is more involved than something which can be reduced to next token prediction.

> And how is that different? You are not so subtly implying that an LLM can’t consider an idea but you haven’t established this as fact. i.e. You are starting with the assumption that an LLM cannot possibly think and therefore cannot be intelligent, but this is just begging the question.

Language models can't think outside of producing tokens. There is nothing going on within an LLM when it's not producing tokens. The only thing it does is taking in tokens as input and producing a token probability distribution as output. It seems plausible that this is not enough for general intelligence.

> You cannot spin experience as intelligence.

Correct, but I can point out that the only generally intelligent beings we know of have these sorts of experiences. Given that we know next to nothing about how a human's general intelligence works, it seems plausible that experience might play a part.

> LLMs have the experience of reading the entire internet, something you cannot conceive of.

I don't know that LLMs have an experience. But correct, I cannot conceive of what it feels like to have read and remembered the entire Internet. I am also a general intelligence and an LLM is not, so there's that.

> Certainly your experiences shape who you are. This is a different axis from intelligence, though.

I don't know enough about what makes up general intelligence to make this claim. I don't think you do either.

> Both sides of this claim seem dubious. The second half in particular seems to be founded on nothing. Again, you are asserting with no support that there is no thinking going on.

I'm telling you how these technologies work. When a language model isn't performing inference, it is not doing anything. A language model is a function which takes a token stream as input and produces a token probability distribution as output. By definition, there is no thinking outside of producing words. The function isn't running.

> I don’t think anyone sane is claiming an LLM can have a human experience. But it is not clear that a human experience is necessary for intelligence.

I 100% agree. It is not clear whether a human experience is necessary for intelligence. It is plausible that something approximating a human-like experience is necessary for intelligence. It is also plausible that something approximating human-like experience is completely unnecessary and you can make an AGI without such experiences.

It's plausible that next token prediction is sufficient for AGI. It's also plausible that it isn't.

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

#399
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]

The tech companies train their employees to say this in their social media guidance and training.

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

#400
post #381

Earlier quoted context omitted.

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).

The GPU is monstrously good. Depending on the workload, the M1 series GPU using 120W could beat an RTX 3090 using 420W. Same with the CPU. Linux compiled faster on an M1 than on the fastest Intel i9 at the time, again using only 25% of the power budget. And the M-series has only gotten better. It is kind of sad Apple neglects helping developers optimize games for the M-series because iDevices and MacBooks could be th…

Apples and limes.

The context of this thread isn't consumer chips, but Apple's analog to an H/B200.

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