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Microsoft and OpenAI end their exclusive and revenue-sharing deal

bloomberg.com

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

#631

Post by adrr »

lesuorac wrote: post #318
snek_case wrote: post #248

Earlier quoted context omitted.

The metaverse is another example if anyone doubts the bounds of corporate stupidity.

Why? FaceBook largely requires an Apple iPhone, Apple computer, "Microsoft" computer, "Google" phone, or a "Google" computer to use it. At any point one of those companies could cut FaceBook off (ex. [1]). The Metaverse was a long term goal to get people onto a device (Occulus) that Meta controlled. While I think an AR device is much more useful than VR; I'm not convinced that it's a mistake for Meta to peruse not be…

For the money spent(over $80b), they could have launched a phone or a car. Now their pivot is to smart glasses which require a phone so once again they are beholden to phone manufacturers.

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

#632

Post by skippyboxedhero »

AndrewKemendo wrote: post #281
skippyboxedhero wrote: post #268

Earlier quoted context omitted.

Yes, all of the people involved live in a delusion bubble. Their economic and social existence depends, at this point, on making increasingly bombastic and eschatological claims about AGI. By the standards of normal human psychological function, these people are completely insane. Definitely interesting to watch from the perspective of human psychology but there is no real content there and there never was. The stuff…

There are those of us who have been into the AGI eschatology since the 90s after following in Kurzweil’s work. so just understand there’s a lot of of us “insane” people out there and we’re making really insane progress toward the original 1955 AI goals. We’re going to continue to work on this no matter what.

No-one cares.

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

#633

Post by hellohello2 »

bigyabai wrote: post #303
maxclark wrote: post #247

Earlier quoted context omitted.

And almost by happenstance Apple. Turns out they have a great platform for inference and torched almost nothing comparatively on Siri. The Apple/Gemini deal is interesting, Google continues to demonstrate their willingness to degrade their experience on Apple to try and force people to switch.

Apple is basically in the same boat as AMD and Intel. They have a weak, raster-focused GPU architecture that doesn't scale to 100B+ inference workloads and especially struggles with large context prefill. TPUs smoke them on inference, and Nvidia hardware is far-and-away more efficient for training.

What do TPUs do to improve on GPUs at inference?

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

#634

Post by rishabhaiover »

filleduchaos wrote: post #614
quirkot wrote: post #589

Earlier quoted context omitted.

By that example, PostgreSQL itself is a form of intelligence relative to a physical filing system. It doesn't seem like your working definition of intelligence has a large overlap with a layman's conception of the word.

Plus by that example, computers have always been intelligent considering that they were created to, well, compute things several orders of magnitude faster than even the smartest human can do by hand.

You do realize that you need a human, a "SWE", to do the task that I just described? A computer can't do it.

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

#635

Post by yjadsfgasdf »

bastawhiz wrote: post #366
thanhhaimai wrote: post #241

Opinions are my own. I think the biggest winner of this might be Google. Virtually all the frontier AI labs use TPU. The only one that doesn't use TPU is OpenAI due to the exclusive deal with Microsoft. Given the newly launched Gen 8 TPU this month, it's likely OpenAI will contemplate using TPU too.

Many labs use TPUs, but not exclusively. Most labs need more compute than they can get, and if there's TPU capacity, they'll adapt their systems to be able to run partially on TPUs.

[dead]

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

#636

Post by rc1 »

ttul wrote: post #612
maxclark wrote: post #247

Earlier quoted context omitted.

And almost by happenstance Apple. Turns out they have a great platform for inference and torched almost nothing comparatively on Siri. The Apple/Gemini deal is interesting, Google continues to demonstrate their willingness to degrade their experience on Apple to try and force people to switch.

If you do the math (I did), in 2 years, open source models that you can run on a future MacBook Pro will be as capable as the frontier cloud models are today. Memory bandwidth is growing rapidly, as is the die area dedicated to the neural cores. And all the while, we have the silicon getting more power efficient and increasingly dense (as it always does). These hardware improvements are coming along as the open sourc…

Show your working / explain your math?

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

#637

Post by keeeba »

dominotw wrote: post #436
synergy20 wrote: post #383

Microsoft won the first around, now it's lagging far behind. CEO needs to go, it's so hard to ruin a play this badly.

what could ceo have done

Not hired Suleyman? Build his own research lab?

Satya made moves early on with OpenAI that should be studied in business classes for all the right reasons.

He also made moves later on that will be studied for all the wrong reasons.

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

#638

Post by [deleted] »

maxclark wrote: post #247
thanhhaimai wrote: post #241

Opinions are my own. I think the biggest winner of this might be Google. Virtually all the frontier AI labs use TPU. The only one that doesn't use TPU is OpenAI due to the exclusive deal with Microsoft. Given the newly launched Gen 8 TPU this month, it's likely OpenAI will contemplate using TPU too.

And almost by happenstance Apple. Turns out they have a great platform for inference and torched almost nothing comparatively on Siri. The Apple/Gemini deal is interesting, Google continues to demonstrate their willingness to degrade their experience on Apple to try and force people to switch.

[deleted]

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

#639

Post by Petersipoi »

concinds wrote: post #73

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?

It is rewritten on every refresh depending on the readers mood, personality, etc.. so they're most receptive to it.

Obviously not, but we might not be far off from that being a reality.

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

#640

Post by munk-a »

bigyabai wrote: post #303
maxclark wrote: post #247

Earlier quoted context omitted.

And almost by happenstance Apple. Turns out they have a great platform for inference and torched almost nothing comparatively on Siri. The Apple/Gemini deal is interesting, Google continues to demonstrate their willingness to degrade their experience on Apple to try and force people to switch.

Apple is basically in the same boat as AMD and Intel. They have a weak, raster-focused GPU architecture that doesn't scale to 100B+ inference workloads and especially struggles with large context prefill. TPUs smoke them on inference, and Nvidia hardware is far-and-away more efficient for training.

Apple is in a much better boat than AMD or Intel. They have a gigantic warchest and can just snap up whoever looks like a leader coming out of the bubble burst.
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