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Microsoft and OpenAI end their exclusive and revenue-sharing deal

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Re: Microsoft and OpenAI end their exclusive and revenue-sharing deal

#501
post #451
post #413

A wise man from Google said in an internal memo to the tune of: "We do not have any moat neither does anyone else." Deepseek v4 is good enough, really really good given the price it is offered at. PS: Just to be clear - even the most expensive AI models are unreliable, would make stupid mistakes and their code output MUST be reviewed carefully so Deepseek v4 is not any different either, it too is just a random token…

PS: Just to be clear - even the most expensive humans are unreliable, would make stupid mistakes, and their output MUST be reviewed carefully, so you’re not any different either. You’re just a random next-thought generator based on neuron firing distributions with no real thought process, trained on a few billion years of evolution like all other humans.

I'm still not sure what people declaring that they equate human cognition with large language models think they are contributing to the conversation when they do so.

Nevermind the fact that they are literally able to introspect human cognition and presumably find non verbal and non linear cognition modes.

Re: Microsoft and OpenAI end their exclusive and revenue-sharing deal

#502
post #451
post #413

A wise man from Google said in an internal memo to the tune of: "We do not have any moat neither does anyone else." Deepseek v4 is good enough, really really good given the price it is offered at. PS: Just to be clear - even the most expensive AI models are unreliable, would make stupid mistakes and their code output MUST be reviewed carefully so Deepseek v4 is not any different either, it too is just a random token…

PS: Just to be clear - even the most expensive humans are unreliable, would make stupid mistakes, and their output MUST be reviewed carefully, so you’re not any different either. You’re just a random next-thought generator based on neuron firing distributions with no real thought process, trained on a few billion years of evolution like all other humans.

Equating human thought to matrix multiplication is insulting to me, you, and humanity.

Re: Microsoft and OpenAI end their exclusive and revenue-sharing deal

#503
post #451
post #413

A wise man from Google said in an internal memo to the tune of: "We do not have any moat neither does anyone else." Deepseek v4 is good enough, really really good given the price it is offered at. PS: Just to be clear - even the most expensive AI models are unreliable, would make stupid mistakes and their code output MUST be reviewed carefully so Deepseek v4 is not any different either, it too is just a random token…

PS: Just to be clear - even the most expensive humans are unreliable, would make stupid mistakes, and their output MUST be reviewed carefully, so you’re not any different either. You’re just a random next-thought generator based on neuron firing distributions with no real thought process, trained on a few billion years of evolution like all other humans.

Errr... No. Please take this bullshit propaganda to a billionaires twitter feed.

Re: Microsoft and OpenAI end their exclusive and revenue-sharing deal

#504
post #413

A wise man from Google said in an internal memo to the tune of: "We do not have any moat neither does anyone else." Deepseek v4 is good enough, really really good given the price it is offered at. PS: Just to be clear - even the most expensive AI models are unreliable, would make stupid mistakes and their code output MUST be reviewed carefully so Deepseek v4 is not any different either, it too is just a random token…

I don’t think LLMs are that great at creating, however improved they have; I need to stay in the driver seat and really understand what’s happening. There’s not that much leverage in eliminating typing.

However, for reviewing, I want the most intelligent model I can get. I want it to really think the shit out of my changes.

I’ve just spent two weeks debugging what turned out to be a bad SQLite query plan (missing a reliable repro). Not one of the many agents, or GPT-Pro thought to check this. I guess SQL query planner issues are a hole in their reviewing training data. Maybe Mythos will check such things.

Re: Microsoft and OpenAI end their exclusive and revenue-sharing deal

#505

So, silly question, does this mean I will be able to get OpenAI models via Bedrock soon?

Yes, https://x.com/ajassy/status/2048806022253609115

(Andy Jassy) "Very interesting announcement from OpenAI this morning. We’re excited to make OpenAI's models available directly to customers on Bedrock in the coming weeks, alongside the upcoming Stateful Runtime Environment. With this, builders will have even more choice to pick the right model for the right job. More details at our AWS event in San Francisco tomorrow."

Re: Microsoft and OpenAI end their exclusive and revenue-sharing deal

#506
post #400
post #381

Earlier quoted context omitted.

The GPU is monstrously good. Depending on the workload, the M1 series GPU using 120W could beat an RTX 3090 using 420W. Same with the CPU. Linux compiled faster on an M1 than on the fastest Intel i9 at the time, again using only 25% of the power budget. And the M-series has only gotten better. It is kind of sad Apple neglects helping developers optimize games for the M-series because iDevices and MacBooks could be th…

Apples and limes. The context of this thread isn't consumer chips, but Apple's analog to an H/B200.

Well Apple is in the consumer computing business.

Re: Microsoft and OpenAI end their exclusive and revenue-sharing deal

#507

Earlier quoted context omitted.

They're at the frontier of last year. They compete with Opus 4.5. They don't yet compete with current frontier models. They'll presumably catch up, there is no monopoly on talent held by the US. And, that's more true than ever now that the US is actively hostile to immigrants. Scientists who might have come to the US three years ago have little reason to do so now.

It's kind of hard to say this unless you go out of your way - the scaffolding for interacting with the raw model is a lot better now for many tasks. Is it that 4.7 is so much better than 4.5 or claude 1.119 is so much tuned to squeeze utility out of the LLM despite the hallucinations and lack of self awareness etc. Certainly the current products are great, but I think it's hard to separate the two things, the raw mod…

You can use Claude Code with other models, so one could test that theory. https://openrouter.ai/docs/guides/coding-agents/claude-code-...

Re: Microsoft and OpenAI end their exclusive and revenue-sharing deal

#508

Earlier quoted context omitted.

I would use your number adjusted by some demand elasticity curve.

The "back-of-the-napkin" only has enough room to estimate based on recently issued share price. Seems reasonable to me.

Sure, for napkin level math you can go with this, and multiply by some simple multiplier, I like 70%.

Re: Microsoft and OpenAI end their exclusive and revenue-sharing deal

#509
post #447

Earlier quoted context omitted.

I don't think you showed counter examples? Or can you link me to a paper which describes a language model thinking without predicting tokens?

If you ask a model to multiply 322423324 by 8675309232 without using tools, it's interesting to think about how it does it. Where are the intermediate results being maintained? "In context" is the obvious answer... but if you view the chain of thought from a reasoning model, it may have little or nothing to do with arriving at the correct answer. It may even be complete nonsense. The model is working with tokens in c…

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Re: Microsoft and OpenAI end their exclusive and revenue-sharing deal

#510

Am I crazy, or was this press release fully rewritten in the past 10 minutes? The current version is around half the length of the old one, which did not frame it as a "simplification" "grounded in flexibility" but as a deeper partnership. It also had word salad about AGI, and said Azure retained exclusivity for API products but not other products, which the new statement seems to contradict. What was I looking at?

I don’t know. I couldn’t get past the first paragraph because it seemed like complete slop.
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