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The next chapter of the Microsoft–OpenAI partnership

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Re: The next chapter of the Microsoft–OpenAI partnership

#451
post #36

Can anyone point me to whether or not the OAI non-profit holds voting control or not after the recapitalization? I've read this but it's extremely vague: https://openai.com/index/built-to-benefit-everyone/ As is this: https://openai.com/our-structure/ Especially so if the Non-profit foundation doesn't retain voting control, this remains the greatest theft of all time. I still can't quite understand how it should at a…

The nonprofit will own 26%, and a warrant that it will get more shares if the share price grows more than 10 times after 15 years. Sam Altman is getting no shares as part of this restructuring.

Re: The next chapter of the Microsoft–OpenAI partnership

#454

> Once AGI is declared by OpenAI, that declaration will now be verified by an independent expert panel. > Microsoft’s IP rights for both models and products are extended through 2032 and now includes models post-AGI, with appropriate safety guardrails. Does anyone really think we are close to AGI? I mean honestly?

They’ll devalue the term into something that makes it so. The common conception of it however, no I don’t believe we are anywhere close to it. It’s no different than how they moved the goalpost on the definition of AI at the start of this boom cycle

They won’t be able to. The whole idea of the panel is because of conflict of interests between MS and OpenAI, as MS won’t get revenue share post AGI declaration. MS will want it to be as high a bar as possible.

Re: The next chapter of the Microsoft–OpenAI partnership

#455
post #408

It seems really weird to me that such granular intercorporate details are made publicly available (in a blog post?). I've never had to publicly state things like this when making corporate partnerships. That makes me wonder how much of this post is crafted solely for PR...

I believe MS declares Q1 earnings today, and there had been some rumblings that they were risking accounting / reporting liability by failing to characterize their material OpenAI stake. What probably happened: 1. MS's accountants raised a warning 2. Existing agreement prohibited disclosure of terms 3. MS told OpenAI that wasn't acceptable and MS needed to publicly report details today 4. OpenAI coordinated release o…

It's always the earnings reports!

Re: The next chapter of the Microsoft–OpenAI partnership

#456

Earlier quoted context omitted.

> The two companies reportedly signed an agreement [in 2023] stating OpenAI has only achieved AGI when it develops AI systems that can generate at least $100 billion in profits. https://techcrunch.com/2024/12/26/microsoft-and-openai-have-...

A sufficiently large profit margin is what constitutes AGI? What a fucking joke.

They didn't have a better definition of AGI to draw from. The old Turing test proved to not be a particularily good test. So lacking a definition money was used as a proxy. Which to me seems fair. Unless you've got a better definition of AGI that is solid enough to put in a high dollar value contract?

Re: The next chapter of the Microsoft–OpenAI partnership

#457
post #406

Earlier quoted context omitted.

Entra (formerly Azure Active Directory) is definitely a huge enterprise Azure driver, and MS knows it.

And it’s crap.

Doesn't matter. It just needs to work well enough and Microsoft needs to be willing to use it as a point of leverage.

Both of which seem to be true.

Hell, I'm still amazed they got away with the Office-licenses-only-usable-on-Azure bullshit, but here we are.

Re: The next chapter of the Microsoft–OpenAI partnership

#458
post #6

> Once AGI is declared by OpenAI, that declaration will now be verified by an independent expert panel. I wonder what criteria that panel will use to define/resolve this.

> The two companies reportedly signed an agreement [in 2023] stating OpenAI has only achieved AGI when it develops AI systems that can generate at least $100 billion in profits. https://techcrunch.com/2024/12/26/microsoft-and-openai-have-...

That's a pretty blatant public admission that corporations fundamentally regard intelligent entities as profit sources.

Re: The next chapter of the Microsoft–OpenAI partnership

#459
post #97

> Once AGI is declared by OpenAI ... I think it's funny and telling that they've used the word "declare" where what they are really doing is "claim". These guys think they are prophets.

It goes on to say it'll be reviewed by independent third party so I think "declare" is accurate, they're declaring a milestone

I think the correct word is "propose".

Re: The next chapter of the Microsoft–OpenAI partnership

#460
post #406

Earlier quoted context omitted.

Entra (formerly Azure Active Directory) is definitely a huge enterprise Azure driver, and MS knows it.

And it’s crap.

compared to what? it isn't amazing but it's alright in my experience. it works and it seems like it's designed to give lots of people job security and lots of revenue streams for Microsoft though.
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