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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

#441
post #296

Earlier quoted context omitted.

We are throwing unheared amounts of money in AI and unseen compute. Progress is huge and fast and we barely started. If this progress and focus and resources doesn't lead to AI despite us already seeing a system which was unimaginable 6 years ago, we will never see AGI. And if you look at Boston Dynamics, Unitree and Generalist's progress on robotics, thats also CRAZY.

> And if you look at Boston Dynamics, Unitree and Generalist's progress on robotics Their progress is almost nought. Humanoids are stupid creations that are not good at anything in the real world. I'll give it to the machine dogs, at least they can reach corners we cannot.

I found there demonstration at the CES this year very spectacular: https://www.youtube.com/watch?v=YIhzUnvi7Fw

I can also recommend looking at Generalist: https://www.youtube.com/@Generalist_AI

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

#442
post #397

Earlier quoted context omitted.

> 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 th…

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. If what you are saying is true, then LLMs wouldn't be able to handle out-of-distrib…

> If what you are saying is true, then LLMs wouldn't be able to handle out-of-distribution math problems without resorting to tool use. Yet they can. When you ask a current-generation model to multiply some 8-digit numbers, and forbid it from using tools or writing a script, it will almost certainly give you the right answer. That includes local models that can't possibly cheat. LLMs are stochastic, but they are not parrots.

Okay, what do you think language models are doing when they're not producing token probability distributions? What processes do you think are going on when the function which predicts a token isn't running?

> At the risk of sounding like an LLM myself, whatever process makes this possible is not simply next-token prediction in the pejoreative sense you're applying to it.

I don't know what pejorative sense you're implying here. I am, to the best of my ability, describing how the language model works. I genuinely believe that a language model is, in essence, a function which takes in a sequence of tokens and produces a token probability distribution as an output. If this is incorrect, please, correct me.

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

#443
post #413

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…

Can Deepseek answer probing questions about Winnie the Pooh?

Is it subject to CCP censorship? Maybe.

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

#444
post #222

Earlier quoted context omitted.

Which ones? At least in the last 4 years, there was no AI winter.

History started well before 4 years ago

Yeah but this AI wave has nothing to do how we came to AI winter in the 70s or 80s.

The necessary amount of Compute, interconnect (internet), money, researcher etc. wasn't available at that time.

and we did not invest the most amount of money and compute and brain power as we are doing right now. This is unseen.

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

#445

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?

> How does that add up?

He's been saying whatever is good for Nvidia for years now without any regard for truth or reason. He's one of the least trustworthy voices in the space.

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

#447
post #342

Earlier quoted context omitted.

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.

I don't think you showed counter examples? Or can you link me to a paper which describes a language model thinking without predicting tokens?

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

#448
post #413

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…

Fully agree, I only pay the minimum for frontier models to get DeepSeek v4 output reviewed. I don't see this changing either because we have reached a level of good enough at this point.

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

#449

Earlier quoted context omitted.

> some scientifically qualifiable thing that is certain to happen any time now. If you present GPT 5.5 to me 2 years ago, I will call it AGI.

And I've been told my job (litigation attorney) is about to be replaced for over 3 years now, has yet to come close.

What kind of litigation attorney?

I've been working with a startup, and I want to invest in it, and for the paperwork for that, all the nitty gritty details; instead of spending $20k in lawyers and a whole bunch more time going back and forth with them as well, the four of us, me, their CEO, my AI, and their AI; we all sat in a room together and hashed it out until both of us were equally satisfied with the contract. (There's some weird stuff so a templated SAFE agreement wasn't going to work.) I'm not saying you're wrong, just that lawyers, as a profession isn't going to be unchanged either.

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

#450

Microsoft won the first around, now it's lagging far behind. CEO needs to go, it's so hard to ruin a play this badly.

what could ceo have done

Maybe not bragged "we made them dance"?

That gloating aged poorly.

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