3 ms·

So basically, the outcome of this drama is that Microsoft gets more power without having to invest anything?

by Hamuko 3y ago

drewcoo 3y ago
MSFT invested over $10B. And currently has no seat on the board.
- nicce 3y ago
  It has payed only fraction of that so far
- throwaway744678 3y ago
  As far as I understand, they knew and agreed to that before committing their $$$.
  - Iulioh 3y ago
    And it was stick fucking strange, they assu
  - Aunche 3y ago
    Microsoft has more leverage now because they can sue OpenAI for intentionally sabotaging Microsoft's investment.
- pclmulqdq 3y ago
  $10 billion of compute credits. Not $10 billion of real money.
  - blackoil 3y ago
    Compute credits are more valuable. It is more difficult to get GPUs than real money.
    - pclmulqdq 3y ago
      As any AI startup can tell you: credits != quota Right now, quota is very valuable and scarce, but credits are easy to come by. Also, Azure credits themselves are worth about $0.20 per dollar compared to the alternatives.
dr_dshiv 3y ago
So if you really wanted to get rid of the prior board & structure, it couldn’t have worked out better
ChatGTP 3y ago
This is my take too, and I'm sure in the shadows their plan is to close off the APIs as much as possible and try use it for their own gain, not dissimilar to how Google deploy AI. There is no way MS is going to let something like ChatGPT-5 build better software products than what they have for sale. This is an assassination and I think Ilya and Co know it.
- cableshaft 3y ago
  It's not assassination. It's a Princess Bride Battle of Wits, that they initiated and put the poison into one of the chalices themselves, and then thought so highly of their intellect they ended up choosing and drinking the chalice that had the poison in it. Corresponding Princess Bride scene: https://youtu.be/rMz7JBRbmNo?si=uqzafhKISmB7A-H7 https://youtu.be/rMz7JBRbmNo?si=uqzafhKISmB7A-H7
  - gcanyon 3y ago
    Who knew the board was Sicilian?
- scarface_74 3y ago
  What product do you envision OpenAI selling would be better than Microsoft? I emphasized product because OpenAI may have great technology. But any product they sell is going to require mass compute and a mass sales army to go into the “enterprise” and integrate with what the enterprise already has. Guess who has both? Guess who has neither? And even the “products” that OpenAI have now can only exist because of mass subsidies by Microsoft.
  - ChatGTP 3y ago
    In talking about people using Microsoft / OpenAI products to build better products than they currently offer. While this tech has the ability to replace a lot of jobs, it has likely the ability to replace a lot of companies.
theptip 3y ago
A board seat would usually be a bare minimum for their existing 49% investment.

So basically, the outcome of this drama is that Microsoft gets more power without having to invest anything?

by Hamuko 3y ago

So basically, the outcome of this drama is that Microsoft gets more power without having to invest anything?

drewcoo 3y ago

MSFT invested over $10B. And currently has no seat on the board.

nicce 3y ago
It has payed only fraction of that so far
throwaway744678 3y ago
As far as I understand, they knew and agreed to that before committing their $$$.
- Iulioh 3y ago
  And it was stick fucking strange, they assu
- Aunche 3y ago
  Microsoft has more leverage now because they can sue OpenAI for intentionally sabotaging Microsoft's investment.
pclmulqdq 3y ago
$10 billion of compute credits. Not $10 billion of real money.
- blackoil 3y ago
  Compute credits are more valuable. It is more difficult to get GPUs than real money.
  - pclmulqdq 3y ago
    As any AI startup can tell you: credits != quota Right now, quota is very valuable and scarce, but credits are easy to come by. Also, Azure credits themselves are worth about $0.20 per dollar compared to the alternatives.

dr_dshiv 3y ago

So if you really wanted to get rid of the prior board & structure, it couldn’t have worked out better

ChatGTP 3y ago

This is my take too, and I'm sure in the shadows their plan is to close off the APIs as much as possible and try use it for their own gain, not dissimilar to how Google deploy AI. There is no way MS is going to let something like ChatGPT-5 build better software products than what they have for sale. This is an assassination and I think Ilya and Co know it.

cableshaft 3y ago
It's not assassination. It's a Princess Bride Battle of Wits, that they initiated and put the poison into one of the chalices themselves, and then thought so highly of their intellect they ended up choosing and drinking the chalice that had the poison in it. Corresponding Princess Bride scene: https://youtu.be/rMz7JBRbmNo?si=uqzafhKISmB7A-H7 https://youtu.be/rMz7JBRbmNo?si=uqzafhKISmB7A-H7
- gcanyon 3y ago
  Who knew the board was Sicilian?
scarface_74 3y ago
What product do you envision OpenAI selling would be better than Microsoft? I emphasized product because OpenAI may have great technology. But any product they sell is going to require mass compute and a mass sales army to go into the “enterprise” and integrate with what the enterprise already has. Guess who has both? Guess who has neither? And even the “products” that OpenAI have now can only exist because of mass subsidies by Microsoft.
- ChatGTP 3y ago
  In talking about people using Microsoft / OpenAI products to build better products than they currently offer. While this tech has the ability to replace a lot of jobs, it has likely the ability to replace a lot of companies.

theptip 3y ago

A board seat would usually be a bare minimum for their existing 49% investment.