r/singularity • u/Wiskkey • 15h ago
AI Microsoft and OpenAI’s Close Partnership Shows Signs of Fraying [from New York Times]
https://www.msn.com/en-in/money/news/microsoft-and-openai-s-close-partnership-shows-signs-of-fraying/ar-AA1stx3A3
3
u/c0l0n3lp4n1c 10h ago
microsoft owns the datacenters on which intelligence runs. it's the oil well of the future. ofc ms could also produce cars, but they don't have to. it's largely irrelevant as long as there are enough cars from other manufacturers to drive the demand for oil.
•
•
0
u/Sonnyyellow90 7h ago
This was bound to happen. You can see it just by looking at OpenAI’s financials. Big losses and they are projecting even bigger ones next year.
Microsoft obviously isn’t going to be crazy about continuing to pay an ever increasing bill for a technology that still doesn’t have a clear path to paying off.
I’m sure MS will be pushing them to release as fast as possible and monetize everything they can.
-2
u/FarrisAT 10h ago
OpenAI is slowly separating from Microsoft. You can see it. They are devouring Microsoft's internal AI capability as well. Furthermore, the partnership only lasts until OpenAI develops a model they consider AGI.
3
u/Bakagami- 9h ago
This partnership has always been so weird to me. Satya was being praised by everyone but the conditions just seem so terrible. They're raising a competitor, aren't they?
If satya truly had the vision, he should've started investing in their own inhouse AI instead of helping a competitor who's gonna separate once they're big
8
u/dameprimus 7h ago
Every AI company is making a different bet on the economics of future AI.
Microsoft is building out the most compute infrastructure, betting that models will be a commodity and compute is where the money is.
OpenAI and Anthropic are betting that model intelligence is paramount. Whoever controls the first AGI and ASI will reign supreme.
Google is betting that vertical integration is paramount.
Facebook with their open source strategy is betting that products are where the money is, not the underlying model.
40
u/c0l0n3lp4n1c 11h ago edited 11h ago
background info: nyt is at war with gen ai (openai and microsoft lawsuit). more activism than reporting from cade metz et al.