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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

#701
post #290

Earlier quoted context omitted.

> OpenAI is worth many multiples of that valued at --which I'd say is a reasonable distinction to make right about now

Their revenue is 20B, so they still worth multiples of 10B regardless of valuation even if you consider the basic 5x revenue valuation https://www.reuters.com/business/openai-cfo-says-annualized-...

"The basic 5x revenue valuation" doesn't work for businesses that aren't profitable.

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

#702

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.

Had written a blog post on the same a few days back, if anyone's interested in readng (hardly 5 minute read): Can Google Win the AI Hardware Race Through TPUs?

https://google-ai-race.pagey.site/

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

#703
post #459

Earlier quoted context omitted.

It's not hype, the demand for inference has grown more this year than expected.

If I buy oranges for $1 and sell them for $0.50 and I sell a lot of oranges, can I reasonably say that I've found a market? Hrm..

Were you around here ten years ago when that exact argument was regularly regurgitated about Uber? Notice that argument is no longer popular?

The point is that losing money isn't a sure sign that a business is doomed. Who knows where OpenAI will end up, but people still line up to invest. Those investors have billions reasons to be due diligent. Unlike what's claimed around here, most of investors aren't stupid. You yourself wouldn't be stupid either if money is at stake.

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

#704
post #141

Earlier quoted context omitted.

What? I thought Azure will always have the Sharepoint/Office/Active Directory cash cow.

Their engineers have been working tirelessly to make Sharepoint/Office/Active Directory as terrible as it possibly could be while still technically being functional, while continuing to raise prices on them. I've seen many small business start to chose Google Workspace over them, the cracks have formed and are large enough that they are no longer in a position were every business just go with Office because that's wh…

It is the one thing that makes me wonder about Microsoft's future. It had seemed like they were willing to throw Windows and Xbox under the bus so long as the server cash cow continued. But it that starts to fade, they could be in some real trouble a decade from now.

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

#706
post #615

Earlier quoted context omitted.

What happens when it's indistinguishable from a human speaker (in any conceivable test that makes sense)? It's like a philosophical zombie - imagine that you can't distinguish it from a human mind, there's no test you can make to say that it is NOT conscious/intelligent. So at some point, I think, it makes no sense to say that it's not intelligent.

The "seems" is NOT equal to "is". The gravity seems like a force to us like magnets are. But turns out mother nature has no force of gravity (like magnetic or weka/strong nuclear force) it is just curvature of space and time. Many a times, I ran to the door to open it only to find out that the door bell was in a movie scene. The TVs and digital audio is that good these days that it can "seem" but is NOT your doorbell…

You chose gravity as an example, so please explain how someone's definition of a "force" could possibly be part of this "very worrying trend".

And this logic flow only proves that no AI is a human intelligence. It doesn't disprove the intelligence part.

Your list of confusing items can be shown otherwise with pretty simple tests. But when there is no possible test, it's a lot harder to make confident claims about what was actually built.

Would you claim that relativity disproves aether theory? Because it doesn't really. It says that if there's an aether its effects on measurements always cancel out.

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

#707

Earlier quoted context omitted.

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

Any source for this?

Basically any frontier model right now and ask it any politically divisive fact that may upset certain classes of people.

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

#708
post #531

Earlier quoted context omitted.

You seem smart and knowledgeable. Maybe you should reach the lawyers at these companies and then they can change the policy!

No I think it's made up, there is no policy, and the lawyers couldn't care less, it's just something people do to massage their own ego.

It is absolutely not made up, and yes, some companies absolutely do care.

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

#710

Earlier quoted context omitted.

Please reveal the “scientific” definition of AGI.

When we are having serious conversations about AI rights and shutting off a model + harness was impactful as a death sentence. (I'm extremely skeptical that given the scale of computer/investment needed to produce the models we have _good as they are_ that our current llm architecture gets us there if there is even somewhere we want to go).

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