this post was submitted on 20 Nov 2023
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Yeah, they'll keep OpenAI on life support for a few months until the exfiltrated staff have built MSGPT5, at which point Microsoft will just cut them off.
Nobody's gonna use knockoff microsoft bing bong gpt "5" (or "bard" for that matter) - windows products have always been terribly unmarketable and Microsoft fails heavily in that regard
I mean
Do you use Bing's AI thing
OpenAI has the stage here, because they've got the product everybody's habituated to using
ChatGPT only exists because MS permit it. It's not financially viable otherwise.
um what in the holy hell duck sauce are you talking about
https://www.maginative.com/article/openais-revenue-skyrockets-to-1-3-billion-annual-rate/
do you want some sprinkles with that
enterprise already prefers to use gpt via azure. when ms replaces that with something else, as long as there’s feature parity nobody will care.
Microsoft has an exclusive license to all OpenAI models. They also own the compute hardware. OpenAI cannot afford to train and operate without Microsoft, and there will be no other suitor because OpenAI is already tied to Microsoft with model licensing.
Customers are already migrating to Azure GPT API vs OpenAI.
Interesting! Why is Ilya’s name on the list? Didn’t he orchestrate this whole thing?
This guy ?!? - https://www.texastribune.org/2023/10/09/texas-will-hurd-2024-presidential-race/
He's a former OpenAI board member
"ChatGPT" without performant models is just a brand name and a UX workflow. If Microsoft buys the brand name (or absorbs OpenAI's IP) then you'll use ChatGPT and not care that
bing bong gpt 5 bardis under the hood... or it will suck and you'll find a new brand that's better.It is way too early to say nobody will switch off Chat GPT.
And all of the points you made are managerial points, which they just brought the management team from OAI in.
Especially with all this being in the news, many people believe that the company face is the driving force between product quality, and now that face is in Microsoft
I think it's probably a bit of a stretch to say Microsoft products have always been unmarketable given they're one of the largest software companies in history
Okay then
name one great Microsoft product
VSCode with Copilot
I am skeptical that a lot of OpenAI staff are enthusiastic about going to work for Microsoft. They are going to scatter to the wind. Google, Anthropic, Cohere, everywhere.
I think 95% of employees so far expressed support for Sam...
Microsoft is matching key OpenAI employees equity with Microsoft stocks, which can be 10+ millions. https://www.semianalysis.com/p/microsoft-swallows-openais-core-team?r=13ehoo
I think it's entirely possible that OpenAI merges with Anthropic
Anrhropic is the one to watch
Embrace, Extend, Extinguish.
Nothing ever changes
I may be naive, but I honestly don't think this was the original intention here. I think MS were quite happy having OpenAI at arms length as a maverick research group, while availing of the unlimited access to their results.
But it's seemingly turned into more a case of Explode, Evacuate, Extinguish.
No more open source A.I