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The $100B megadeal between OpenAI and Nvidia is on ice

wsj.com

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Re: The $100B megadeal between OpenAI and Nvidia is on ice

#181

Post by Morromist »

snypher wrote: post #21
Morromist wrote: post #20

Earlier quoted context omitted.

Nvidia had the chance to build its own AI software and chose not to. It was a good choice so far, better to sell shovels than go to the mines - but they still could go mining if the other miners start making their own shovels. If I were Nvidia I would be hedging my bets a little. OpenAI looks like it's on shaky ground, it might not be around in a few years.

Another comment had this: https://blogs.nvidia.com/blog/open-models-data-tools-acceler... Interesting times.

Good point, I didn't notice that.

Interesting times indeed!

Re: The $100B megadeal between OpenAI and Nvidia is on ice

#182

Post by cpeterso »

andrewstuart wrote: post #147

Google has the data and the TPUs and the massive cash to advance. Microsoft has GitHub - the world’s biggest pile of code training data, plus infinite cash. OpenAI has …… none of these advantages.

And Google and Microsoft have huge distribution advantages that OpenAI doesn’t. Google and Microsoft can add AI to their operating systems, browsers, and office apps that users are already using. OpenAI just has a website and a niche browser. To Google and Microsoft, AI is a feature, not a product.

Re: The $100B megadeal between OpenAI and Nvidia is on ice

#184

Post by cinntaile »

strange_quark wrote: post #121
techblueberry wrote: post #111

Earlier quoted context omitted.

Darío unsettles me the most, he kinda reminds me of SBF, I wouldn’t be surprised if, well they’re all bad its to stack rank them.

He and SBF are both big into effective altruism, and SBF gave Anthropic their seed funding, so yeah, that checks out.

Your argument is guilt by association. Association with something that isn't morally wrong, it's just a way to try to spend money on charity in an effective way? You can take a lot of ideas too far and end up with a bad result of course.

Re: The $100B megadeal between OpenAI and Nvidia is on ice

#185

Post by ifwinterco »

irishcoffee wrote: post #179
chihuahua wrote: post #98

Earlier quoted context omitted.

He is a pretty interesting case. According to the book "Empire of AI" about OpenAI, he lies constantly, even about things that are too trivial to matter. So it may be part of some compulsive behavior. And when two people want different things from him, he "resolves" the conflict by agreeing with each of them separately, and then each assumes they got what they wanted, until they talk to the other person and find out…

He is a sociopath. It's ok to say it.

Yep the various -path adjectives get overused but in this case he's the real deal, something is really really off about him.

You can see it when he talks, he's clearly trying (very unconvincingly) to emulate normal human emotions like concern and empathy. He doesn't feel them.

People like that are capable of great evil and there's a part of our lizard brains that can sense it

Re: The $100B megadeal between OpenAI and Nvidia is on ice

#186

Post by catdog »

okhobb wrote: post #132
ryanSrich wrote: post #45

Earlier quoted context omitted.

I think there are two things that happened 1. OpenAI bet largely on consumer. Consumers have mostly rejected AI. And in a lot of cases even hate it (can't go on TikTok or Reddit without people calling something slop, or hating on AI generated content). Anthropic on the other hand went all in on B2B and coding. That seems to be the much better market to be in. 2. Sam Altman is profoundly unlikable.

Is CEO likeability a reliable predictor?

I think it depends how visible the CEO is to (potential) customers, in this case very visible, he is in the media all the time.

Re: The $100B megadeal between OpenAI and Nvidia is on ice

#187

Post by irishcoffee »

aurareturn wrote: post #176
jjcm wrote: post #19

Not only has OpenAI's market share gone down significantly in the last 6mo, Nvidia has been using its newfound liquid funds to train its own family of models[1]. An alliance with OpenAI just makes less sense today than it did 6mo ago. [1] https://blogs.nvidia.com/blog/open-models-data-tools-acceler...

Nvidia isn’t competing with OpenAI for frontier models.

Au contraire, they’re selling the shovels.

Re: The $100B megadeal between OpenAI and Nvidia is on ice

#189

Post by [deleted] »

sailingparrot wrote: post #34
jjcm wrote: post #19

Not only has OpenAI's market share gone down significantly in the last 6mo, Nvidia has been using its newfound liquid funds to train its own family of models[1]. An alliance with OpenAI just makes less sense today than it did 6mo ago. [1] https://blogs.nvidia.com/blog/open-models-data-tools-acceler...

> Nvidia has been using its newfound liquid funds to train its own family of models Nvidia has always had its own family of models, it's nothing new and not something you should read too much into IMHO. They use those as template other people can leverage and they are of course optimized for Nvidia hardware. Nvidia has been training models in the Megatron family as well as many others since at least 2019 which was us…

[deleted]

Re: The $100B megadeal between OpenAI and Nvidia is on ice

#190

Post by irishcoffee »

amluto wrote: post #135
system2 wrote: post #87

Earlier quoted context omitted.

I think Apple is waiting for the bubble to deflate, then do something different. And they have the ready to use user base to provide what they can make money from.

If they were taking that approach, they would have absolutely first-class integration between AI tools and user data, complete with proper isolation for security and privacy and convenient ways for users to give agents access to the right things. And they would bide their time for the right models to show up at the right price with the right privacy guarantees. I see no evidence of this happening.

As an outsider, the only thing the two of you disagree on is timing. I probably side with the ‘time is running out’ team at the current juncture.
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