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Anyways, Satya played very smart with the hands he was dealt, got what he needed.
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And for the OpenAI employees, they can just switch the badge in a blink second, it almost feel like a no-brainer to many. I think Sam just took the easier route to rebuild OpenAI within MSFT. Now the trouble comes to the SV VCs they now will be furious.
And then they get to say one of the most depressing sentences in an engineer's lexicon: "It's almost like we're a startup within a big company!"
OpenAI already has a very clear business model, that is selling completion/chat/agent API based on their model. What they need is to productize it.
Their roadmap is GPT4/5/6/7
Have to give it to Satya. There's a thin possibility that Microsoft would have to write-off its whole $10B (or more?) investment in OpenAI, but that isn't Satya's focus. The focus is on what he can do next. Maybe, recruit the most formidable AI team in the world, removed from the shackles of an awkward non-profit owning a for-profit company? Give enough (cash) incentives and most of OpenAI employees would have no qua…
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Maybe I'm reading too much into it, but for me it is us framed as if they won't be working on GPT-based products, but on research. The whole thing reads like this to me: "In hindsight, we should've done more due diligence before developing a hard dependency on an organization and its product. We are aware that this was a mistake. To combat this, we will do damage control and continue to work with OpenAI, while develo…
How do you conduct research with sales people? even if they manage to bring in researchers from OpenAI, the only gain here is microsoft getting some of the researchers behind the products and/or product developers.
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> It sounds very out of line of what you'd expect. Except if Sam and Greg have some anti-compete clauses. If they join MS, they have a nice 10 billion USD leverage against any lawsuites.
In California the anti-compete clauses are not enforceable, afaik
This actually seems like a decent compromise. Sam and Greg can retain velocity on the product side without having to spin up a whole new operation in direct competition with their old levers of power, and Ilya + co can remain in possession of the keys to the kingdom.
Except they only had AI model velocity and not product velocity. The user-side implementation of chatGPT is actually quite below what would be expected based on their AI superiority. So the parts that Sam & Greg should be responsible for are actually not great.
I know there's a lot of talk about Ilya, but if Sam poaches Mira (which seems likely at this point), I think OpenAI will struggle to build things people actually want, and will go back to being an R&D lab.
This is sorta brilliant. Microsoft has access to almost everything OpenAI does. And now Altman and Brockman will have that access too. Meanwhile, I imagine their tenure at MSFT will be short-lived, because hot-shot startup folks don’t really want to work there. They can stabilize, use OpenAI’s data and models for free, use Microsoft’s GPUs at cost, and start a new company shortly, of which Microsoft will own some lar…
Anyone else find it strange that startup founders of the magnitude of Sam & Greg would join a gigantic corporation as employees? It sounds very out of line of what you'd expect.
Nope. They're following the path to power, money, and maybe continued fame. That's all.
Microsoft is happy. They get to wrap this movie before the markets open.
Edit: I also agree with bayindirh below. These things can both be true.
Altman's value is in business, how does bringing him to Microsoft to lead a research team help?
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Sam joining MS was actually one of the theories I read in the initial, or one of the first, threads about his ouster. 10 billion dollar seems like a pretty steep recruiting cost, but MS knows what they are doing, right? Right?
What Sam is going to bring to MS? Recruits? MS already has all the money and infra they need.