Microsoft was not a winner of the events of the last few days around OpenAI
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Re: Microsoft was not a winner of the events of the last few days around OpenAI
#2FWIW, the stock market disagrees.
Re: Microsoft was not a winner of the events of the last few days around OpenAI
#3FWIW, the stock market disagrees.
MSFT did not move higher than S&P 500 in the past 5 days...
Re: Microsoft was not a winner of the events of the last few days around OpenAI
#4> There was real risk they lose all their ~$11B investment
Semaphor said that only a fraction of it was actually spent so far: https://www.semafor.com/article/11/18/2023/openai-has-receiv...
And even still, 11B dollars is bad but certainly not world-ending for Microsoft.
Re: Microsoft was not a winner of the events of the last few days around OpenAI
#5This is an interesting nuanced take that digs into the heart of the matter beyond the headlines.
I do wonder what the stock market reaction will be if @sama goes back to OpenAI.
Does Microsoft still win (any moreso than it was winning previously)?
Re: Microsoft was not a winner of the events of the last few days around OpenAI
#6Microsoft should not be allowed anywhere near ai. They need to be split.
Re: Microsoft was not a winner of the events of the last few days around OpenAI
#7This take misses a few big points
1. Microsoft is offering GPT APIs in Azure. They’re already taking accountability for the technology.
2. Much of their investment in OpenAI has been in the form of Azure credits and not all of it has been paid yet.
3. Microsoft wouldn’t bring the OpenAI team into the core company. They’d let them build a new company that Microsoft owns. That’s a big difference.
Re: Microsoft was not a winner of the events of the last few days around OpenAI
#8[deleted]
Re: Microsoft was not a winner of the events of the last few days around OpenAI
#9This take misses a few big points 1. Microsoft is offering GPT APIs in Azure. They’re already taking accountability for the technology. 2. Much of their investment in OpenAI has been in the form of Azure credits and not all of it has been paid yet. 3. Microsoft wouldn’t bring the OpenAI team into the core company. They’d let them build a new company that Microsoft owns. That’s a big difference.
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Re: Microsoft was not a winner of the events of the last few days around OpenAI
#10This is an interesting nuanced take that digs into the heart of the matter beyond the headlines. I do wonder what the stock market reaction will be if @sama goes back to OpenAI. Does Microsoft still win (any moreso than it was winning previously)?
There are several bets on that prediction markets site I forget the name of, about the reason for the firing.
It's possible that none of them will ever be closed because will we ever know the reason, and if it is told will it be credible?