Live data from Hacker News

Microsoft and OpenAI end their exclusive and revenue-sharing deal

bloomberg.com

841–850 of 915 posts

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

#841
post #764

Earlier quoted context omitted.

that's the scenario they want to prevent. they can't force the client to use ipv4, if they connect via ipv6, they will be served an accss denied.

Yes, exactly as they would now, when the access over IPv6 is entirely unavailable. With that, the customers who don't use filtering by IPv4 would be able to use IPv6. Those who do use access control by IPv4 ranges would have time to sort out their IPv6 setup, without having anything broken at the moment when IPv6 is enabled.

No, if you have a dual-homed stack right now, and they only expose IPv4, you connect over IPv4, you don't attempt to connect over IPv6 and get connection denied.

That's rather the problem - there's no trivial way to mimic that policy transparently while enabling IPv6, because most stacks will default to using IPv6 if they're dual-homed and expose both, and won't fall back if IPv6 connects but gives an error. (Offhand, I think the best you could do would be to tell everyone that you're migrating to a new URI scheme to allow cloning, with IPv6 enabled, and that as part of that, you'll have to update your allow/deny rules, then, after a truly astonishingly long time and lots of nagging of anyone who never does it, make the old path an alias of the new one and let the last remaining people break.)

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

#842

Earlier quoted context omitted.

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…

I think this is sane washing their idea in the modern context of it having failed. I think at the time, they thought VR would be the next big thing and wanted to become the dominant player via first mover advantage. The headsets don’t really make sense to me in the way you’re describing. Phones are omnipresent because it’s a thing you always just have on you. Headsets are large enough that it’s a conscious choice to…

As someone who was there: nope. This isn't sanewashing.

Apple was directly (and IMO arguably illegally) shutting down Facebook teams and products by playing app store chicken on refusing to allow Facebook to publish updates on a week-to-week basis. Literally would throw down and refuse unless some features were blocked. It came to a head where Zuck literally called Tim Cook during a keynote to push it through.

They also literally had reverse-engineering teams cracking open the Facebook app on a regular basis, which we discovered because of some internal methods we figured out how to invoke with some clever indirection. There was a chicken-and-egg problem and they eventually developed facilities to automatically instrument private method invocations to comprehensively defeat clever static analysis circumvention workarounds.

Also, VR hasn't failed, but it's gone silent and coasted when investing in VR growth took the backseat to investing AI. They made a couple of bad bets in VR but a lot of good ones so it was warranted, but not exactly a failure.

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

#843

Earlier quoted context omitted.

I am not sure what context Jensen said that. But midjourney uses tpu. Apple uses tpu. They are no other frontier labs that use it, but Google + Anthropic is 2 out of 3 frontier lab so..... You could reasonably say that "A majority of frontier labs uses TPU to train and serve their model."

Afaik, TPUs are only used for inference, not training. Maybe that was also what the quote referred to.

Mayhaps! But I think as far as google, anthropic[1] and apple[2] goes, they do use the tpus for training. Ofc v4 and v5 (older generations of tpus) were more specialized for search related embedding workloads and i could see people not using them for training.

[1]: We train and run Claude on a range of AI hardware—AWS Trainium, Google TPUs - April 6th, Anthropic on Google and Broadcom partnership [2]: "[Apple foundation model]... builds on top of JAX and XLA, and allows us to train the models with high efficiency and scalability on various training hardware and cloud platforms, including TPUs and both cloud and on-premise GPUs" - Apple in 2024

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

#844

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.

Why is it called frontier and why is it called a frontier ai lab?

Because they are based on [the west coast of the US](https://en.wikipedia.org/wiki/American_frontier). DeepSeek, Z.ai, Moonhsot, and Mistral are never called frontier because they aren't based in California.

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

#845

Earlier quoted context omitted.

Why is it called frontier and why is it called a frontier ai lab?

Because they are based on [the west coast of the US]( https://en.wikipedia.org/wiki/American_frontier ). DeepSeek, Z.ai, Moonhsot, and Mistral are never called frontier because they aren't based in California.

Outside of California they're sparkling ai labs.

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

#846
post #112

Wait, I thought OpenAI had to pay Microsoft until AGI was achieved or something? Am I misremembering? Is that a different thing?

I wouldn't be surprised if they had already, internally. An OpenAI employee tweeted today that Codex has achieved "escape velocity" and is now improving rapidly. Make of that what you will.

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

#847

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.

Maybe I am missing something here, but if all the frontier AI labs use TPU, why is Nvidia making so much money?

training, multicloud, onprem, resale

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

#849

Earlier quoted context omitted.

Because they are based on [the west coast of the US]( https://en.wikipedia.org/wiki/American_frontier ). DeepSeek, Z.ai, Moonhsot, and Mistral are never called frontier because they aren't based in California.

Outside of California they're sparkling ai labs.

So its like a prarie thing

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

#850

Earlier quoted context omitted.

That’s insane. There should be a big team of people at AMD whose whole job is just to dogfood their stuff for training like this. Speaking of which, Amazon is in the same boat, I’m constantly surprised that Amazon is not treating improving Inferentia/Trainium software as an uber-priority. (I work at Amazon)

Hardware companies being terrible at software is the norm. Nvidia is one of the rare companies that can successfully execute both. Maybe Amazon is an example how this happens even to hardware divisions within software/logistics companies

How are their Linux drivers looking these days? Still a PITA to install?
Post reply on HN