3 ms·
Is this actually related to the recent exodus? Apple is paying OpenAI nothing for use of their model on iPhones. Maybe they just realized being able to get away
by blackeyeblitzar 2y ago
Is this actually related to the recent exodus? Apple is paying OpenAI nothing for use of their model on iPhones. Maybe they just realized being able to get away with paying nothing is a sign of how commoditized models will be.
- gwern 2y agoAt the time, I read the Apple deal as OA strategically finding an alternative to MS as the sugar-daddy, in terms of free cash flow and datacenter capabilities: it didn't need to be true, it just needed to be a compelling negotiation point with MS. The fact that Apple was outright investing in OA was in line with this view: if OA was just going to be some pluggable commodity, why invest in them? Apple doesn't do random VC for the hell of it. So Apple withdrawing would seem to be bad news for OA, even if the rationale was something like "the valuation is now too high for our taste" rather than "we are losing faith in them as an organization" or "we think they are completely replaceable".