Microsoft is plotting a future without OpenAI
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Re: Microsoft is plotting a future without OpenAI
#12I think they both want a future without each other. OpenAI will eventually want to vertically integrate up towards applications (Microsoft's space) and Microsoft wants to do the opposite in order to have more control over what is prioritized, control costs, etc.
Microsoft is the IBM of this century. They are conservative, and I think they’re holding back — their copilot for government launch was delayed months for lack of GPUs. They have the money to make that problem go away.
Re: Microsoft is plotting a future without OpenAI
#13Re: Microsoft is plotting a future without OpenAI
#14Re: Microsoft is plotting a future without OpenAI
#15Re: Microsoft is plotting a future without OpenAI
#16Then I read the article.
Plotting for a future without Microsoft.
Re: Microsoft is plotting a future without OpenAI
#17Re: Microsoft is plotting a future without OpenAI
#18Thematically investing billions into startup AI frontier models makes sense if you believe in first-to-AGI likely worth a trillion dollars + Investing in second/third place likely valuable at similar scales too But outside of that MSFTs move indicates that frontier models most valuable current use case - enterprise-level API users - are likely to be significantly commoditized And likely majority of proceeds will be c…
Re: Microsoft is plotting a future without OpenAI
#19Thematically investing billions into startup AI frontier models makes sense if you believe in first-to-AGI likely worth a trillion dollars + Investing in second/third place likely valuable at similar scales too But outside of that MSFTs move indicates that frontier models most valuable current use case - enterprise-level API users - are likely to be significantly commoditized And likely majority of proceeds will be c…