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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

#401

Post by GardenLetter27 »

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…

It's not hype, the demand for inference has grown more this year than expected.

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

#402

Post by fragmede »

DrBenCarson wrote: post #218
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.

We were supposed to have AGI last summer. Obviously it is so smart that it has decided to pull a veil over our eyes and live amongst us undetected (this is a joke, if you feel your LLM is sentient, talk to a doctor)

Talk to a doctor? In this economy? I've got ChatGPT to talk to. Wait hang on.

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

#403

Post by everforward »

lesuorac wrote: post #318
snek_case wrote: post #248

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…

I think this is sane washing their idea in the modern context of it having failed. I think at the time, they thought VR would be the next big thing and wanted to become the dominant player via first mover advantage.

The headsets don’t really make sense to me in the way you’re describing. Phones are omnipresent because it’s a thing you always just have on you. Headsets are large enough that it’s a conscious choice to bring it; they’re closer to a laptop than a phone.

Also, the web interface is like right there staring at them. Any device with a browser can access Facebook like that. Google/Apple/Microsoft can’t mess with that much without causing a huge scene and probably massive antitrust backlash.

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

#404

Post by PretzelPirate »

muyuu wrote: post #388
operatingthetan wrote: post #371

Earlier quoted context omitted.

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

it's hilarious though it's like people are LARPing a Fortune company CEO when they're giving their hot takes on social media reminds me of Trump ending his wild takes on social media with "thank you for your attention to this matter" - so out of place, it makes it really funny *typo

> it's like people are LARPing a Fortune company CEO when they're giving their hot takes on social media

At least in large tech companies, they have mandatory social media training where they explicitly tell employees to use phrases like "my views are my own" to keep it clear whether they're speaking on behalf of their employer or not.

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

#406

Post by trvz »

alexdoesstuff wrote: post #327

It's kind of shocking, given financial transparency, that Microsoft gets away with not disclosing any details of this agreement (or the one it is replacing) to its shareholders. We know there's a cap on the revenue share from OpenAI to Microsoft, but we have no idea what that cap is (not whether it's higher, lower, or unchanged from the prior agreement). We have no idea what it means to be the "primary cloud provider…

It’s American Business as usual. Personally I’m miffed how little data Apple needs to provide about product categories, and especially about how much they’ve burnt on the car program. If they shared any data about that at all some the leadership might end up having to take responsibility for mismanagement…

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

#407

Post by brazukadev »

jabl wrote: post #122
xvilka wrote: post #115

Earlier quoted context omitted.

And Azure still doesn't support IPv6, looking at the GitHub[1]. [1] https://github.com/orgs/community/discussions/10539

Perhaps they should use OpenAI models to figure out how to rollout IPv6.

Now they can use Claude Code.

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

#408

Post by ethbr1 »

snek_case wrote: post #393
IshKebab wrote: post #331

Earlier quoted context omitted.

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?

Mark Zuckerberg using his company to build things he's the primary user for?

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

#409

Post by bastardoperator »

thanhhaimai wrote: post #241

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.

You think the company that just gave 40B to Anthropic is the winner? Interesting.

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

#410

Post by DeathArrow »

sarchertech wrote: post #384
philippta wrote: post #372

Earlier quoted context omitted.

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

Who is the other frontier lab other than Anthropic, OpenAI, and Google? I thought they were ahead of everyone else.

Folks who make Deepseek, Qwen, GLM, MiniMax, Kimi and MiMo.
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