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Microsoft and OpenAI end their exclusive and revenue-sharing deal

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641–650 of 915 posts

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

#641

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.

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

#643
post #475

Earlier quoted context omitted.

It's fun to pretend the US models have no censorship constraints.

US models align with our "average" (western) values. If we outsource thinking by using LLMs, why would we outsource it to an LLM that doesn't have our values encoded in it?

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

#644

Earlier quoted context omitted.

You think the company that just gave 40B to Anthropic is the winner? Interesting.

That deal is a win-win for Google. If they develop a better coding model than Anthropic and beat them at coding, then they win. If they don’t, they still win by making a ton of money from Anthropic long term.

Well, it's a lose for Google if all the money disappears into thin air - but I agree that it's mostly upsides for them because of how (relatively) small the investment is for this much upside.

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

#646
post #636
post #612

Earlier quoted context omitted.

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?

https://xkcd.com/605/

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

#647

Earlier quoted context omitted.

You're asking why a businessman would downplay the use of a competing product line?

This is the same guy who said OpenClaw was the most important software release ever. Statements like this make me question how technically competent these tech CEOs are

Is technical competence the primary measure of tech CEOs at this point? Points vaguely at Elon Musk and the upcoming IPO

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

#648

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…

Good luck using an Oculus in your car or while waiting the bus.

If it was really their goal, they would have made an Android competitor. Maybe a fork like amazon did and sell phones that supported it.

Zuckerberg had one great idea (and then it wasn't really his idea) at the right time, since then he failed over and over at everything else. 'Internet for all', remember ?

I really wouldn't give them the benefit of the doubt.

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

#649
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…

The GPUs are bottom-barrel for compute-focused industries. It is mobile-grade hardware that arguably can't even scale to prior Mac Pro workloads. > The GPU is monstrously good. Depending on the workload, the M1 series GPU using 120W could beat an RTX 3090 using 420W. You're just listing the TDP max of both chips. If you limit a 3090 to 120W then it would still run laps around an M1 Max in several workloads despite be…

> Vulkan was not the first open graphics API, as most Mac developers will happily inform you.

OpenGL had become too unmanagable which is why devs moved to DirectX.

Unless you meant a different one?

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

#650

Earlier quoted context omitted.

> Deepseek v4 is good enough, really really good given the price it is offered at. Do they have monthly subscriptions, or are they restricted to paying just per token? It seems to be the latter for now: https://api-docs.deepseek.com/quick_start/pricing/ Really good prices admittedly, but having predictable subscriptions is nice too!

You make your own subscription. If you want to pay $20/month then put $20 into your account. When you use it up, wait till the next month (or buy more).

> You make your own subscription.

I'm asking because with most providers (most egregiously, with Anthropic) it doesn't work that way because the API pricing is way higher than any subscription and seemingly product/company oriented, whereas individual users can enjoy subsidized tokens in the form of the subscription. If DeepSeek only offers API pricing for everyone, I guess that makes sense and also is okay!

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