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> Meanwhile, Nadella is applying serious pressure. Microsoft didn’t pour billions into OpenAI just to lose ground This part especially doesn’t ring true. Micro
by scarface_74 2y ago
> Meanwhile, Nadella is applying serious pressure. Microsoft didn’t pour billions into OpenAI just to lose ground
This part especially doesn’t ring true. Microsoft started hedging their bets after the Altman fiasco and are moving toward an AWS like strategy where they are hosting every model that they can get their hands on. AWS is already hosting DeepSeek on bedrock. There is no reason that Microsoft couldn’t do the same
> Some even worry that if OpenAI collapses, it could tank the entire AI sector, dragging the U.S. economy into a deep downturn given how much Big Tech and Wall Street have bet on this.
This makes no sense either. The only company with any market cap that will be affected negatively by LLM commoditization is Nvidia.
Google still has a distribution advantage and Microsoft and Amazon will be glad to host any models. This only helps Apple and Meta is already open sourcing thier model.
This entire post reads like someone who doesn’t have the slightest grasp on industry trends.
Besides, why would anyone making OpenAI comp post thus openly? I would be hoarding cash as long as possible and I could think of a couple of ways to profit off of this information legally.
- runjake 2y agoYes. And Microsoft is already hosting multiple DeepSeek options in Azure. That’s quite a hedge. https://azure.microsoft.com/en-us/blog/deepseek-r1-is-now-available-on-azure-ai-foundry-and-github/ https://azure.microsoft.com/en-us/blog/deepseek-r1-is-now-av... https://learn.microsoft.com/en-us/azure/ai-studio/how-to/deploy-models-deepseek?pivots=programming-language-python https://learn.microsoft.com/en-us/azure/ai-studio/how-to/dep...
- openAIThrowaway 2y ago[flagged]