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.
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
#432Re: Microsoft and OpenAI end their exclusive and revenue-sharing deal
#433A 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…
Re: Microsoft and OpenAI end their exclusive and revenue-sharing deal
#434Re: Microsoft and OpenAI end their exclusive and revenue-sharing deal
#435Earlier quoted context omitted.
At this point, AGI is either here, or perpetually two years away, depending on your definition.
It's always been this way. I remember, speaking of Microsoft, when they came to my school around 2002 or so giving a talk on AI. They very confidently stated that AGI had already been "solved", we know exactly how to do it, only problem is the hardware. But they estimated that would come in about ten years...
Asking because, reading the tea leaves from the outside, until ChatGPT came along, MSFT (via Bill Gates) seemed to heavily favor symbolic AI approaches. I suspect this may be partly why they were falling so far behind Google in the AI race, which could leverage its data dominance with large neural networks.
So based on the current AI boom, MSFT may have been chasing a losing strategy with symbolic AI, but if they were all-in on NN, they were on the right track.
Re: Microsoft and OpenAI end their exclusive and revenue-sharing deal
#436Microsoft won the first around, now it's lagging far behind. CEO needs to go, it's so hard to ruin a play this badly.
Re: Microsoft and OpenAI end their exclusive and revenue-sharing deal
#437Earlier 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…
Re: Microsoft and OpenAI end their exclusive and revenue-sharing deal
#438Earlier quoted context omitted.
Let me just repeat that: "Microsoft" came to your school in 2002 and "confidently stated" that AI had been solved. Really interesting story.
Yes, they did. We had guest speakers from Microsoft talking about AI. AI has been a decades-long grift, it's not something that just appeared out of thin air a few years ago. What part do you find hard to believe? That tech companies would send people to speak at a university's computer science functions? Let me give you another one you'll think I'm making up: virtual reality was a thing back in the mid- to late-90s…
even in pop-culture, see the movie Lawnmower Man.
Re: Microsoft and OpenAI end their exclusive and revenue-sharing deal
#439> Starting April 20, 2026, new sign-ups for Copilot Pro, Copilot Pro+, and student plans are temporarily paused.
From: https://docs.github.com/en/copilot/concepts/billing/billing-...
Re: Microsoft and OpenAI end their exclusive and revenue-sharing deal
#440Earlier 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…
Apples and limes. The context of this thread isn't consumer chips, but Apple's analog to an H/B200.