Earlier quoted context omitted.
It's pretty funny that OpenAI wants to sell access to a "PhD level" model at a price with which you can hire like 3-5 real human PhDs full-time.
That is just not correct. As someone who has done the budgets for PhD hiring and funding, you are just wildly underestimating the overhead costs, benefits, cost of raising money, etc.
Microsoft is plotting a future without OpenAI
41–50 of 460 posts
Re: Microsoft is plotting a future without OpenAI
#42"we have the people, we have the compute, we have the data, we have everything. we are below them, above them, around them." -- satya nadella
Re: Microsoft is plotting a future without OpenAI
#43A couple of days ago it leaked that OpenAI was planning on launching new pricing for their AI Agents. $20K/mo for their PhD Level Agent, $10K/mo for their Software Developer Agent, and $2K/mo for their Knowledge Worker Agent. I found it very telling. Not because I think anyone is going to pay this, but rather because this is the type of pricing they need to actually make money. At $20 or even $200 per month, they'll…
It's pretty funny that OpenAI wants to sell access to a "PhD level" model at a price with which you can hire like 3-5 real human PhDs full-time.
Re: Microsoft is plotting a future without OpenAI
#44Re: Microsoft is plotting a future without OpenAI
#45Re: Microsoft is plotting a future without OpenAI
#46Earlier quoted context omitted.
It's pretty funny that OpenAI wants to sell access to a "PhD level" model at a price with which you can hire like 3-5 real human PhDs full-time.
That is just not correct. As someone who has done the budgets for PhD hiring and funding, you are just wildly underestimating the overhead costs, benefits, cost of raising money, etc.
Re: Microsoft is plotting a future without OpenAI
#47Thematically 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…
At this point, I don’t see much reason to believe the “AGI is imminent and these things are potentially dangerous!” line at all. It looks like it was just Altman doing his thing where he makes shit up to hype whatever he’s selling. Worked great, too. “Oooh, it’s so dangerous, we’re so concerned about safety! Also, you better buy our stuff.”
Re: Microsoft is plotting a future without OpenAI
#48Maybe I'm just cynical, but I wonder how much of this initiative and energy is driven by people at Microsoft who want their own star to rise higher than it can when it's bound by a third-party technology. I feel like this is something I've seen a fair amount in my career. About seven years ago, when Google was theoretically making a big push to stage Angular on par with React, I remember complaining that the document…
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.
Re: Microsoft is plotting a future without OpenAI
#49Earlier quoted context omitted.
An AI agent with superhuman coherence that can run indefinitely without oversight.
People sincerely think we're < 5 years away from this?
Each remaining barrier has been steadily falling.
Re: Microsoft is plotting a future without OpenAI
#50A couple of days ago it leaked that OpenAI was planning on launching new pricing for their AI Agents. $20K/mo for their PhD Level Agent, $10K/mo for their Software Developer Agent, and $2K/mo for their Knowledge Worker Agent. I found it very telling. Not because I think anyone is going to pay this, but rather because this is the type of pricing they need to actually make money. At $20 or even $200 per month, they'll…