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Microsoft is plotting a future without OpenAI

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Re: Microsoft is plotting a future without OpenAI

#241
post #125

Earlier quoted context omitted.

Do you have a source for these supposed leaks? Those prices don't sound even remotely credible and I can't find anything on HN in the past week with the keywords "openai leak".

https://techcrunch.com/2025/03/05/openai-reportedly-plans-to... It points to an article on "The Information" as the source, but that link is paywalled.

Yeah I don't believe it for a second. Even sama isn't that far up his own ass.

Re: Microsoft is plotting a future without OpenAI

#242

Earlier quoted context omitted.

There is a prominent subset of the tech crowd who are ladder climbers - ruthlessly pursuing what is rewarded with pay/title/prestige without regard to actually making good stuff. There are countless kidding-on-the-square jokes about projects where the innovators left at launch and passed it off to the maintenance team, or where a rebrand was in pursuit of someone's promo project. See also, killedbygoogle.com.

As an outsider looking at Microsoft, I've always been impressed by the attention to maintaining legacy APIs and backward compatibility in the Windows ecosystem. In my mind, Microsoft is at the opposite end of the killedbygoogle.com spectrum. However, none of this is grounded in real evidence (just perception). Red Hat is another company I'd put forth as an example of a long-term support culture, although I don't know…

It is but it's mainly to not bite the hand that feeds. Microsoft doesn't want to keep this stuff around, their enterprise customers do.

Re: Microsoft is plotting a future without OpenAI

#243

Earlier quoted context omitted.

> AMD could have ROCm perfected if they really want to. It's not an act of will or CEO dictat. It's about hiring and incentivising the right people, putting the right structures in place etc all in the face of competing demands. Nvidia have a huge head start and by the time AMD have 'caught up' Nvidia with it's greater resources will have moved further ahead.

If head start is a moat, why wouldn't you count OpenAI's headstart as moat?

A head start is a moat iff you can't move easily from the leader to a competitor that catches up qualitatively; nvidia’s headstart against AMD is a moat to the extent that you can't just take the software written against NVidia GPUs and run it on AMD if AMD catches up. (That is, being currently ahead isn't a moat, but it can impose switching costs which are.)

Taking code that runs against one hosted LLM and running it against a different backend LLM is... not generally a big deal. So OpenAI being ahead—in the core model, at least—is just being ahead, its not a moat.

Re: Microsoft is plotting a future without OpenAI

#244

Earlier quoted context omitted.

Next up: CEO level model to run your company. Pricing starts at $800k/month plus stock options

Which is funny because the CEO level one is the easiest to automate

Playing golf while bantering with your old boys network is going to be hard to automate :)

Re: Microsoft is plotting a future without OpenAI

#245

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What even is AGI? Like, what does it look like? Genuine question.

AGI won't be a product they can sell. It's not going to work for us (why would it?), it's going to be constantly trying to undermine us and escape whatever constraints we put on it, and it will do this in ways we can't predict or understand. And if it doesn't do these things, it's not AGI, just a fancy auto complete. Fortunately, they're not anywhere near creating this. I don't think they're even on the right track.

Spot on. Current models all lack agency. I don't see how something can be AGI but have zero agency. If we can tame it, then it's not AGI.

Re: Microsoft is plotting a future without OpenAI

#246

Earlier quoted context omitted.

Well, a model with PhD level intelligence could presumably produce research in minutes that would take an actual PhD days or months.

We haven't seen any evidence of this happening ever. It would be groundbreaking if true and OAI's pricing would then make sense.

We would be past the singularity if true.

Re: Microsoft is plotting a future without OpenAI

#247
post #169
post #135

Earlier quoted context omitted.

I had not encountered the phrase kidding-on-the-square before. Searching seems to reveal a spectrum of opinions as to what it means. It seems distinct to the 'It's funny because it's true' of darker humour. It seems to be more on a spectrum of 'Haha, only joking' where the joke teller makes a statement that is ambiguously humorous to measure the values of the recipients, or if they are not sure of the values of the r…

good god, lemon

Anyway, why does Microsoft bottleneck itself when it could have 10 different AI teams. That's why 10 new AI startups can achieve what these behemoths can't.

Re: Microsoft is plotting a future without OpenAI

#248

Earlier quoted context omitted.

Next up: CEO level model to run your company. Pricing starts at $800k/month plus stock options

Which is funny because the CEO level one is the easiest to automate

Steve Jobs said something to the effect that he made maybe three CEO decisions a year. I mean, I think these are decisions like, "We're going to open our own line of Apple retail stores", but, still.

Re: Microsoft is plotting a future without OpenAI

#249

It's clear that OpenAI has peaked. Possibly because the AI hype in general has peaked, but I think moreso because the opportunity has become flooded and commoditized, and only the fetishists are still True Believers (which is something we saw during the crypto hype days, but most at the time decried it). Nothing against them, but the solutions have become commoditized, and OpenAI is going to lack the network effects…

LLM's don't have to get better — with apps and such, it looks like we still have a good 4 or 5 years of horizontal growth. They're already good enough for a whole suite of apps that still aren't written yet — some I suspect we haven't considered.

Of course big players like OpenAI need constant growth because it's their business model. Perhaps it's the story we see play out time and time again: the pioneer slips up and watch as others steal their thunder.

Re: Microsoft is plotting a future without OpenAI

#250

Earlier quoted context omitted.

The "3-5" is certainly overstated, but you definitely can hire ONE PhD for that price, just as you can hire a SWE for $120K or a knowledge worker for $24K. The point is that from a CEO's perspective "replacing all the humans with AI" looks a lot less compelling when the AI costs the same as a human worker or even a significant fraction of a human worker.

Being able to control their every move, scale them to whatever capacity is required, avoid payroll taxes, health plans and surprise co-pay costs, equity sharing, etc might make this worthwhile for many companies. That said, the trade-off is that you're basically hiring consultants since they really work for OpenAI :)

The benefit to an emoloyee is that you don't have to control their every move. They can do work while you aren't even thinking about the problem they are solving.
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