3 ms·
MS is risk adverse in every way except for one, which is to blow up Google. To me this is exactly why I’m skeptical of Microsoft’s strategy here. They seem to
by dkrich 3y ago
MS is risk adverse in every way except for one, which is to blow up Google.
To me this is exactly why I’m skeptical of Microsoft’s strategy here. They seem to be convinced that their success at unseating Google is assured. Meanwhile, google’s share price has barely flinched. Also, the way this has played out just feels desperate to keep the whole thing going. Wouldn’t Microsoft want at least some clarity about what actually happened by the board up and fired the CEO on the spot before doubling down to bring him into a position of power within the company?
- bambax 3y agoOpenAI is doomed; in fact, it has ceased to exist; it's an empty shell, and its ressources provider is now its biggest competitor. But I doubt MSFT will win this round. 1/ We still don't know why Sam Altman was fired; does MS know? or think they know? 2/ It will take the new team at MS a long time to recreate what they had at OpenAI (what does "MS has a perpetual license to all OpenAI IP" actually mean and entails, legally speaking?); during that time anything can happen.
- dkrich 3y agoExactly. I’m very surprised nadella would take this kind of risk. It seems extremely cavalier to not investigate what happened before quickly going all in on hiring the entire team. You risk having to do a very embarrassing about face if something serious comes out and could lead to himself having to resign
- xref 3y agoNadella isn’t getting his info from HN threads.
- pbronez 3y agoYeah, but OpenAI was Microsoft’s ace the hole. Imagine if Nadella sat on his hands and waited while OpenAI burned down. In two weeks the narrative shifts from “Microsoft locked down the best AI people in the business” to “Nadella burned $10B for nothing”. You don’t have to do a ton of diligence to know you want to keep the people you bet the farm on. If it turns out that Sam is actually a massive liability, Nadella will deal with that after this crisis passes.
- dkrich 3y agoWhen you’re in a hole stop digging