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Microsoft was blindsided by OpenAI's ouster of CEO Sam Altman

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Re: Microsoft was blindsided by OpenAI's ouster of CEO Sam Altman

#12
post #8

If anything this is a power grab by the board away from Microsoft. Optimistically, this could be an attempt to return OpenAI to its original status as a true non-profit company. OpenAI lost most of its openness under Sam. They needed the Microsoft investment before GPT scaling was proven out. I imagine many entities would be willing to put money into a truly open research lab given OpenAI’s track record.

Microsoft gave them billions of dollars and access to lots of high performance compute, why would the board want to jeopardize that now?

Re: Microsoft was blindsided by OpenAI's ouster of CEO Sam Altman

#13

I find a bit odd that MS didn't have a couple of people in the board of directors, who I assume accepted Sam Altman resignation (and signed the severance package). Edit: I just read he was fired, but the point remains.

Per my understanding, the board oversees the non-profit which owns the for-profit entity which Microsoft invested in. It's not clear to me how the non-profit board was picked but equity holders in the for-profit don't have a say on the matter.

Re: Microsoft was blindsided by OpenAI's ouster of CEO Sam Altman

#14
post #8

If anything this is a power grab by the board away from Microsoft. Optimistically, this could be an attempt to return OpenAI to its original status as a true non-profit company. OpenAI lost most of its openness under Sam. They needed the Microsoft investment before GPT scaling was proven out. I imagine many entities would be willing to put money into a truly open research lab given OpenAI’s track record.

OpenAI buys out Nvidia’s entire production capacity for the next couple quarters

OpenAI’s biggest customer and investor starts buying AMD chips and simultaneously building their own chips

there are a lot of ignorable cracks in the armor that support any number of theories

let alone Altman himself, who knows

Re: Microsoft was blindsided by OpenAI's ouster of CEO Sam Altman

#15
post #4

Something big and bad was going on at OpenAI, and if I were MSFT I would be very nervous about the money that you’ve invested in OpenAI right now.

Not really the money but expected return on the money from all these features being rolled out. You can 100% bet there was major estimations made on return on investment. Everything they are releasing has some AI magic on it now. The last thing you want to see is chaos in a company you're betting the farm on.

Re: Microsoft was blindsided by OpenAI's ouster of CEO Sam Altman

#16
post #8

If anything this is a power grab by the board away from Microsoft. Optimistically, this could be an attempt to return OpenAI to its original status as a true non-profit company. OpenAI lost most of its openness under Sam. They needed the Microsoft investment before GPT scaling was proven out. I imagine many entities would be willing to put money into a truly open research lab given OpenAI’s track record.

I almost think its too late at this point, unless they have one hell of an arc. I don't see them being "open" until MS is totally out of the picture. I honestly don't even hate OpenAI in its current state... but sitting on the fence, trying to be both "open" and attached at the hip to MS is just... odd.

Re: Microsoft was blindsided by OpenAI's ouster of CEO Sam Altman

#18

Link to MS statement https://blogs.microsoft.com/blog/2023/11/17/a-statement-from... In my opinion, I'd say the shortness and lack of details backs up the story that they had no idea. You'd see way more words if a marketing department had it's hands on something like this. This was 100% a get something out asap job.

this is “naked gun”-level “nothing to see here.”

Re: Microsoft was blindsided by OpenAI's ouster of CEO Sam Altman

#19
post #8

If anything this is a power grab by the board away from Microsoft. Optimistically, this could be an attempt to return OpenAI to its original status as a true non-profit company. OpenAI lost most of its openness under Sam. They needed the Microsoft investment before GPT scaling was proven out. I imagine many entities would be willing to put money into a truly open research lab given OpenAI’s track record.

Microsoft gave them billions of dollars and access to lots of high performance compute, why would the board want to jeopardize that now?

I’d try to get to the source of the compute, partner with AMD and Nvidia to build out DCs architected from the ground up to train and serve LLM’s. Get rid of Microsoft…
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