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GitHub cuts AI deals with Google, Anthropic

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Re: GitHub cuts AI deals with Google, Anthropic

#91

Post by sangnoir »

mk_chan wrote: 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'm sure there are multiple reasons, including lowering the odds of antitrust action by regulators. The EU was already sniffing around Microsoft's relationship with OpenAI.

Re: GitHub cuts AI deals with Google, Anthropic

#92

Post by njtransit »

kingkongjaffa wrote: post #83
xyst wrote: 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 f…

If interest rates are on their way down, why has the 10Y treasury yield increased 50 points over the last month? https://www.cnbc.com/quotes/US10Y

Re: GitHub cuts AI deals with Google, Anthropic

#94

Post by JulianChastain »

keiferski wrote: post #84
kleton wrote: 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.

What about "we were cut from the deal"? It seems like you could make a phrase in which 'cut' means "to exclude"

Re: GitHub cuts AI deals with Google, Anthropic

#96

Post by poincaredisk »

ianeigorndua wrote: post #86
guerrilla wrote: post #73

Earlier quoted context omitted.

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.

I assume you're not an AI model, but a real human being (I hope). The analogy "AI == human" just... doesn't work, really.

Re: GitHub cuts AI deals with Google, Anthropic

#97

Post by woah »

echelon wrote: post #89
caesil wrote: post #46

Earlier quoted context omitted.

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 ent…

A developer will spend far more time in the IDE than the version control system so I wouldn't discount it that easily. That being said, there are no network effects for an IDE and Cursor is basically just a VSCode plugin. Maybe Cursor gets a nice acquihire deal

Re: GitHub cuts AI deals with Google, Anthropic

#98

Post by [deleted] »

mk_chan wrote: 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.

[deleted]

Re: GitHub cuts AI deals with Google, Anthropic

#100

Post by keiferski »

JulianChastain wrote: post #94
keiferski wrote: post #84

Earlier quoted context omitted.

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.

What about "we were cut from the deal"? It seems like you could make a phrase in which 'cut' means "to exclude"

Doesn’t sound natural to me, and I couldn’t find any examples online using that phrasing to mean someone was removed from a deal. You can be cut from a team, though.
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