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Microsoft is plotting a future without OpenAI

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Re: Microsoft is plotting a future without OpenAI

#41
post #36

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.

How many PhDs can you afford for $20k a month in your field?

Re: Microsoft is plotting a future without OpenAI

#43
post #36

A 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.

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

Re: Microsoft is plotting a future without OpenAI

#44
post #38

Earlier quoted context omitted.

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

Arnold, a killing machine that decides to become a handy man Zima blue was good too

I’m here to fix the cable

Logjammin AI

Re: Microsoft is plotting a future without OpenAI

#46
post #36

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.

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.

Re: Microsoft is plotting a future without OpenAI

#47
post #4

Thematically 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.”

but all those ominous lowercase tweets

Re: Microsoft is plotting a future without OpenAI

#48

Maybe 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.

These people should be fired. I want a tech company where people are there to make good products first and get paid second. And the pay should be good. The lifestyle comfortable. No grindset bullshit. But I am confident that if you only employ passionate people working their dream jobs you will excel.

Re: Microsoft is plotting a future without OpenAI

#49

Earlier 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?

Is there some fundamental constraint keeping it from happening? What cognitive capability do humans have that machines won't be able to replicate in that time frame?

Each remaining barrier has been steadily falling.

Re: Microsoft is plotting a future without OpenAI

#50

A 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…

Thats some rather eyewatering pricing, considering you could probably roll your own model these days.
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