I was confused when the whole thing was going down.
I was more confused when the whole "board wants to backtrack and maybe resign" thing was going down.
I got even more confused when Emmett Shear was announced as the CEO.
...but never in a hundred years would I have imagined "haha just join Microsoft" as an actual alternative.
I remain, confused.
I think Sam just took the easier route to rebuild OpenAI within MSFT.
Now the trouble comes to the SV VCs they now will be furious.
Wouldn’t surprise me if Sam and Greg are back on the startup path by week end.
This just seems like PR to give MS a way to paper things over after such an abrupt firing.
I guess at least it gives them access to the OpenAI models to use internally, which they kinda need as their ways of working (Greg especially) will be highly dependent on having them now.
This move makes it exactly clear what was going on. Microsoft is doing to AI what they tried to do to Internet browsers back in the day. I wonder if they'd have been successful if they'd managed to buy the board of Netscape.
I suspect it's rather possible that there will be an ungodly-massive lawsuit in the offing.
Remember, Microsoft has an exclusive license to all models that come out of OpenAI until they reach the pre-agreed income threshold, which given the current trajectory of OpenAI, will not happen anytime soon.
It is quite intrigueing to see tge same fan / cheerleading going on when it comes to comapnies and managers. But then everything is entertainment by now...
OpenAI already has a very clear business model, that is selling completion/chat/agent API based on their model. What they need is to productize it.
Their roadmap is GPT4/5/6/7
Like if they don’t like OpenAI they can go to 10 other places that pay more and treat researchers better than MSFT
Sam will leave soon enough to start his own thing, but in the meantime there is no narrative problem for MSFT to deal with
If it wasn't clear before, it should be clear in hindsight that the board's desire to welcome Altman back was, at best, overstated.
The leaks were probably an attempt to pressure the board or, failing that, undermine OpenAI.
MSRA invented ResNet. MSFT also contributed DeepSpeed to the open source, which is critical in OSS LLM scene.
It is now more of just a branding thing. It will become the new cool again.
And OpenAI? After this week, how would the people view them? Definitely not envious or prestige.
Or you think Ilya wrote every line of code of GPT4?