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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

#411

Post by bigyabai »

jorvi wrote: post #381
brcmthrowaway wrote: post #363

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…

The GPUs are bottom-barrel for compute-focused industries. It is mobile-grade hardware that arguably can't even scale to prior Mac Pro workloads.

> The GPU is monstrously good. Depending on the workload, the M1 series GPU using 120W could beat an RTX 3090 using 420W.

You're just listing the TDP max of both chips. If you limit a 3090 to 120W then it would still run laps around an M1 Max in several workloads despite being an 8nm GPU versus a 5nm one.

> It is kind of sad Apple neglects helping developers optimize games for the M-series

Apple directly advocated for ports like Death Stranding, Cyberpunk 2077 and Resident Evil internally. Advocacy and optimization are not the issue, Apple's obsession over reinventing the wheel with Metal is what puts the Steam Deck ahead.

Edit (response to matthewmacleod):

> Bold of them to reinvent something that hadn't been invented yet.

Vulkan was not the first open graphics API, as most Mac developers will happily inform you.

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

#412

Post by AntiUSAbah »

mort96 wrote: post #342
AntiUSAbah wrote: post #335

Earlier quoted context omitted.

But a LLM shows similiar effects. COCONUT, PCCoT, PLaT and co are directly linked to 'thinking in latent space'. yann lecun is working on this too, we have JEPA now. Also how do you describe or explain how an LLM is generating the next token when it should add a feature to an existing code base? In my opinion it has structures which allows it to create a temp model of that code. For sure a LLM lack the emotional comp…

I don't understand what part of what I said you disagree with.

You state how you think and plan and have thoughts on how to do things etc. and i assumed you mention your way of thinking because you assume a LLM is not doing any of it.

I showed than counter examples.

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

#413

Post by wg0 »

A wise man from Google said in an internal memo to the tune of: "We do not have any moat neither does anyone else."

Deepseek v4 is good enough, really really good given the price it is offered at.

PS: Just to be clear - even the most expensive AI models are unreliable, would make stupid mistakes and their code output MUST be reviewed carefully so Deepseek v4 is not any different either, it too is just a random token generator based on token frequency distributions with no real thought process like all other models such as Claude Opus etc.

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

#414

Post by u_fucking_dork »

bastardoperator wrote: post #409
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.

You think the company that just gave 40B to Anthropic isn’t the winner? Interesting.

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

#415

Post by sillysaurusx »

ehnto wrote: post #380
PKop wrote: post #370

Earlier quoted context omitted.

[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.

I was once almost fired for saying a little too much in an HN comment about pentesting. Being dragged into an office and given a dressing-down for posting was quite traumatic.

The central issue (or so they claimed) was that people might misconstrue my comment as representing the company I was at.

So yeah, I don’t understand why people are making fun of this. It’s serious.

On the other hand, they were so uptight that I’m not sure “opinions are my own” would have prevented it. But it would have been at least some defense.

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

#416

Post by matthewmacleod »

bigyabai wrote: post #411
jorvi wrote: post #381

Earlier quoted context omitted.

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…

The GPUs are bottom-barrel for compute-focused industries. It is mobile-grade hardware that arguably can't even scale to prior Mac Pro workloads. > The GPU is monstrously good. Depending on the workload, the M1 series GPU using 120W could beat an RTX 3090 using 420W. You're just listing the TDP max of both chips. If you limit a 3090 to 120W then it would still run laps around an M1 Max in several workloads despite be…

Apple's obsession over reinventing the wheel with Metal

Bold of them to reinvent something that hadn't been invented yet.

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

#417

Post by operatingthetan »

PretzelPirate wrote: post #404
muyuu wrote: post #388

Earlier quoted context omitted.

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.

If their name is on the post or their company is listed in their profile. The person above has neither as far as I can tell.

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

#418

Post by hirako2000 »

isk517 wrote: post #141
torginus wrote: post #137

Earlier quoted context omitted.

What? I thought Azure will always have the Sharepoint/Office/Active Directory cash cow.

Their engineers have been working tirelessly to make Sharepoint/Office/Active Directory as terrible as it possibly could be while still technically being functional, while continuing to raise prices on them. I've seen many small business start to chose Google Workspace over them, the cracks have formed and are large enough that they are no longer in a position were every business just go with Office because that's wh…

I see more businesses on the office + Team stack then Google workspace. So far more.

I think the differentiator is Team, which Google for some mysterious reason can't build or doesn't want to.

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

#419

Post by johnfn »

measurablefunc wrote: post #389
fsniper wrote: post #349

Earlier quoted context omitted.

We already know that same problem has been examined by many credible mathematicians already and couldn't be solved by any of them yet. Why are we expecting AGI to one shot it? Can't we have an AGI that can fails occasionally to solve some math problem? Is the expectation of AGI to be all knowing? By the way I agree that AGI is not around the corner or I am not arguing any of the llm s are "thinking machines". It's ju…

People want to believe in magic so they will find excuses to do so. Computers have been proving theorems for a long time now but Isabelle/HOL didn't have the marketing budget of OpenAI so people didn't care. Now that Sam Altman is doing the marketing people all of a sudden care about proving theorems.

You are calling something “magic” that actually happened in real life.

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

#420

Post by fragmede »

HWR_14 wrote: post #323
bigfishrunning wrote: post #232

Earlier quoted context omitted.

"small" 401ks are usually made up of mutual funds. Those funds are run by investment banks (think Fidelity or JP Morgan) and they *absolutely* invest in companies like OpenAI and Anthropic. Your average middle class worker has investment money tied up in these crooks, but probably indirectly. When they piss away that money, it's not just rich jerks that are holding the bag.

401ks are run by investment banks and investment banks invest in OpenAI/Anthropic, but those aren't the same parts of the company in any meaningful way. The 401ks are in public companies or bonds.

Yeah, but those public companies are going to include the so called magnificent seven, so unless they're really really careful, there's still a ton of exposure in their 401k to AI if you think it's a bubble that's going to pop.
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