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GitHub cuts AI deals with Google, Anthropic

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Re: GitHub cuts AI deals with Google, Anthropic

#81
post #61

Anthropic’s article: https://www.anthropic.com/news/github-copilot GitHub’s article: https://github.blog/news-insights/product-news/bringing-deve... Google Cloud’s article: https://cloud.google.com/blog/products/ai-machine-learning/g... Weird that it wasn’t published on the official Gemini news site here: https://blog.google/products/gemini/ Edit: GitHub Copilot is now also available in Xcode: https://github.blog/cha…

Google Cloud's article is from tomorrow? https://cloud.google.com/blog/products/ai-machine-learning/g... https://i.postimg.cc/RVWSfpvs/grafik.png

It’s October 30th in several parts of the world already. It’s after midnight everywhere GMT+7 onwards.

Re: GitHub cuts AI deals with Google, Anthropic

#82
post #37

Anyone doing strategic business with Microsoft would do well to remember what they did to Nokia.

You mean waste a few billion on buying a company that couldn't compete with the market anymore because the iphone made "even an idiot should be able to use this thing, and it should be able to do pretty much everything" a baseline expectation with an OS/software experience to match? Nokia failed Nokia, and then Microsoft gave it a shot. And they also couldn't make it work. (sure, that glosses over the whole Elop saga…

Man, as a windows phone mourner the only disagreement i have with this comment is that they threw anywhere near MS level of resources at Nokia.

Satya never wanted the acquisition and nuked WP as soon as he could.

Re: GitHub cuts AI deals with Google, Anthropic

#83
post #45

Got to cut deals before the AI bust pops, VC money and interest vanishes and interest rates go up. Also diversifying is always a good option. Even if one cash cow gets nuked from orbit, you have 2 other companies to latch onto

> interest rates go up

This is kind of a cynical tech startup take:

- ragging on VC's - calling something a bubble

Interest rates are on their way back down btw.

https://www.federalreserve.gov/newsevents/pressreleases/mone...

https://www.reuters.com/world/uk/bank-england-cut-bank-rate-...

Funding has looked to be running out a few times for OpenAI specifically, but most frontier model development is reasonably well funded still.

Re: GitHub cuts AI deals with Google, Anthropic

#84
post #72

A case where "cut" is its own antonym, and its unclear which sense is meant from the headline alone.

Don’t think I’ve ever seen the word “cut” used with “deal” in a negative sense. Cutting a deal always means you made a deal, not that one ended.

Re: GitHub cuts AI deals with Google, Anthropic

#85
I’ve been using Cody from Sourcegraph to have access to other models, if copilot offers something similar I guess I will switch back to it. I find copilot autocomplete to be more often on point than Cody, but the chat experience with Cody + Sonnet 3.5 is way ahead in may experience

Re: GitHub cuts AI deals with Google, Anthropic

#86
post #58

Earlier quoted context omitted.

> If you want to destroy open source completely The irony is of course that open source is what they used to train their models with.

That was the point. They are laundering IP. It's the long way around the GPL, allowing then to steal.

How many OSS repositories do I personally have to read through for my own code to be considered stolen property?

That line of thought would get thrown out of court faster than an AI would generate it.

Re: GitHub cuts AI deals with Google, Anthropic

#87
post #69

One of the reasons that comes to my mind is - it could have been problematic look for only Microsoft (Copilot) to have access to GitHub for training AI models - à la monopolizing a data treasure trove. With anti-competitive legislation catching up to Google to open up its Play Store, this could have been one of key reasons why this deal came about.

Copilot can choke on my AGPL code on GitHub, that was used for training their proprietary models. I'm still salty about this, sadly looks like the world has largely moved on.

Re: GitHub cuts AI deals with Google, Anthropic

#88
post #28

Github was an early OpenAI design partner. OpenAI developed a custom LLM for them. It's so interesting that even after that early mover advantage they have to go back to the foundation model providers. Does this mean that future tech companies have no choice but to do this?

Yes, because transfer learning works. A specialized model for X will be subsumed by a general model for X/Y/Z as it becomes better at Y/Z. This is why models which learn other languages become better at English. Custom models still have use cases, e.g. situations requiring cheaper or faster inference. But ultimately The Bitter Lesson holds -- your specialized thing will always be overtaken by throwing more compute at…

> This is why models which learn other languages become better at English.

Do you have a source for that, I'd love to learn more!

Re: GitHub cuts AI deals with Google, Anthropic

#89
post #46
post #35

The reason here is Microsoft is trying to make copilot a platform. This is the essential step to moving all the power from OpenAI to Microsoft. It would grant Microsoft leverage over all providers since the customers would depend on Microsoft and not OpenAI or Google or Anthropic. Classic platform business evolution at play here.

I think the reason here is that Copilot is very very obviously inferior to Cursor, mostly because the model at its core is pretty dumb.

The Copilot team probably thinks of Cursor's efforts as cute. They can be a neat little product in their tiny corner of the market.

It's far more valuable to be a platform. Maybe Cursor can become a platform, but the race is on and they're up against giants that are moving rather surprisingly nimbly.

Github does way more, you can build on top of it, and they already have a metric ton of business relationships and enterprise customers.

Re: GitHub cuts AI deals with Google, Anthropic

#90
post #28

Github was an early OpenAI design partner. OpenAI developed a custom LLM for them. It's so interesting that even after that early mover advantage they have to go back to the foundation model providers. Does this mean that future tech companies have no choice but to do this?

It may not be a model quality issue. It may be that GitHub wants to sell a lot more of Copilot, including to companies who refuse to use anything from OpenAI. Now GitHub can say "Oh that's fine, we have these two other lovely providers to choose from."

Also, after Anthropic and Google sold massive amounts of pre-paid usage credits to companies, those companies want to draw down that usage and get their money's worth. GitHub might allow them to do that through Copilot, and therefore get their business.

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