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GitHub cuts AI deals with Google, Anthropic

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Re: GitHub cuts AI deals with Google, Anthropic

#41
post #35

The reason here is Microsoft is trying to make copilot a platform. This is the essential step to moving all the power from OpenAI to Microsoft. It would grant Microsoft leverage over all providers since the customers would depend on Microsoft and not OpenAI or Google or Anthropic. Classic platform business evolution at play here.

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Re: GitHub cuts AI deals with Google, Anthropic

#42

I wonder what the rationale for this was internally. More OpenAI issues? competitiveness with Cursor? It seems good for the user to increase competition across LLM providers. Also ambiguous title. I thought GitHub canceled deals they had in the work. The article is clearly about making a deal, but it's unclear from the article's title.

Could be a fight against Llama, which excludes MS and Google in its open license (though I think has done separate pay deals with one or both of them). Meta are notably absent from this announcement.

Re: GitHub cuts AI deals with Google, Anthropic

#43
post #39

Frankly surprised to see GitHub (Microsoft) signing a deal with their biggest competitor, Google. It does give Microsoft some good terms/pricing leverage over OpenAI, though I'm not sure what degree Microsoft needs that given their investment in OpenAI. GitHub Spark seems like the most interesting part of the announcement.

On the anthropic blog it say it uses AWS Bedrock.

> Claude 3.5 Sonnet runs on GitHub Copilot via Amazon Bedrock, leveraging Bedrock’s cross-region inference to further enhance reliability.

https://www.anthropic.com/news/github-copilot

Re: GitHub cuts AI deals with Google, Anthropic

#44

The threat of anti-trust creates a win for consumers, this is an example of why we need a strong FTC.

This is a standard “commoditize your complement” play. It’s in GitHub / Microsoft’s best interest to make sure none of the LLMs become dominant.

As long as that happens, their competitors light money on fire to build the model while GitHub continues to build / defend its monopoly position.

Also, given that there are already multiple companies building decent models, it’s a pretty safe bet Microsoft could build their own in a year or two if the market starts settling on one that’s a strategic threat.

See also: “embrace, extend, extinguish” from the 1990’s Microsoft antitrust days.

Re: GitHub cuts AI deals with Google, Anthropic

#45
Got to cut deals before the AI bust pops, VC money and interest vanishes and interest rates go up.

Also diversifying is always a good option. Even if one cash cow gets nuked from orbit, you have 2 other companies to latch onto

Re: GitHub cuts AI deals with Google, Anthropic

#46
post #35

The reason here is Microsoft is trying to make copilot a platform. This is the essential step to moving all the power from OpenAI to Microsoft. It would grant Microsoft leverage over all providers since the customers would depend on Microsoft and not OpenAI or Google or Anthropic. Classic platform business evolution at play here.

I think the reason here is that Copilot is very very obviously inferior to Cursor, mostly because the model at its core is pretty dumb.

Re: GitHub cuts AI deals with Google, Anthropic

#47
post #28

Github was an early OpenAI design partner. OpenAI developed a custom LLM for them. It's so interesting that even after that early mover advantage they have to go back to the foundation model providers. Does this mean that future tech companies have no choice but to do this?

I see no reason why GitHub wouldn’t use fine tuned models from google or anthropic.

I think their version of gpt-3.5 was a fine tune as well. I doubt they had a whole model from scratch made just for them.

Re: GitHub cuts AI deals with Google, Anthropic

#48

Wake me up when they support self hosted llama or openwebui. Wonder if we'll ever see a standard LLM API.

Isn there no open source alternative? Like a plugin or something.

for VScode you can use https://github.com/twinnydotdev/twinny

Re: GitHub cuts AI deals with Google, Anthropic

#49
post #3

This is pretty exciting. I'm a copilot user at work, but also have access to Claude. I'm more inclined to use Claude for difficult coding problems or to review my work as I've just grown more confident in its abilities over the last several months.

The speed with which AI models are improving blows my mind. Humans quickly normalize technological progress, but it's staggering to reflect on our progress over just these two years.

Re: GitHub cuts AI deals with Google, Anthropic

#50
post #41
post #35

The reason here is Microsoft is trying to make copilot a platform. This is the essential step to moving all the power from OpenAI to Microsoft. It would grant Microsoft leverage over all providers since the customers would depend on Microsoft and not OpenAI or Google or Anthropic. Classic platform business evolution at play here.

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Interesting. Humans love memetic patterns so much we’re like chickens with lines drawn in front. We can’t help but say the thing. Like the Nam Shub of Enki it’s entered our minds and now reproduces in all sorts of contexts.

Embrace, Extend, Extinguish we say now without thought. The virus breaks containment. Like fungus on an ant it makes us summit and then spew it forth on others - self—modifying to maximize life span.

What a creature, the meme.

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