4 ms·
> Microsoft's and Meta's weaknesses are that they don't directly have a specific need for all of this hardware. IIUC, OpenAI leased the model to Microsoft to p
by onlyrealcuzzo 2y ago
> Microsoft's and Meta's weaknesses are that they don't directly have a specific need for all of this hardware.
IIUC, OpenAI leased the model to Microsoft to power LLM search on Bing. OpenAI doesn't run the inference on their machines. Microsoft also added LLM features into Office (and Windows, too, right?)
What do you think is powering all that inference?
- loire280 2y agoThose features are mostly being added to existing products and therefore aren't supporting new revenue streams. It remains to be seen if these features are popular enough to become table stakes for the existing OS and productivity software businesses and justify continued investment.