zlacker

So basically, the outcome of this drama is that Microsoft gets more power without having to invest anything?

>>Hamuko+(OP)
MSFT invested over $10B. And currently has no seat on the board.

>>drewco+u4
It has payed only fraction of that so far

>>drewco+u4
As far as I understand, they knew and agreed to that before committing their $$$.

>>throwa+Wb
And it was stick fucking strange, they assu

>>Hamuko+(OP)
So if you really wanted to get rid of the prior board & structure, it couldn’t have worked out better

>>Hamuko+(OP)
This is my take too, and I'm sure in the shadows their plan is to close off the APIs as much as possible and try use it for their own gain, not dissimilar to how Google deploy AI.

There is no way MS is going to let something like ChatGPT-5 build better software products than what they have for sale.

This is an assassination and I think Ilya and Co know it.

>>Hamuko+(OP)
A board seat would usually be a bare minimum for their existing 49% investment.

>>ChatGT+7s
It's not assassination. It's a Princess Bride Battle of Wits, that they initiated and put the poison into one of the chalices themselves, and then thought so highly of their intellect they ended up choosing and drinking the chalice that had the poison in it.

Corresponding Princess Bride scene: https://youtu.be/rMz7JBRbmNo?si=uqzafhKISmB7A-H7

>>ChatGT+7s
What product do you envision OpenAI selling would be better than Microsoft?

I emphasized product because OpenAI may have great technology. But any product they sell is going to require mass compute and a mass sales army to go into the “enterprise” and integrate with what the enterprise already has.

Guess who has both? Guess who has neither?

And even the “products” that OpenAI have now can only exist because of mass subsidies by Microsoft.

>>throwa+Wb
Microsoft has more leverage now because they can sue OpenAI for intentionally sabotaging Microsoft's investment.

>>drewco+u4
$10 billion of compute credits. Not $10 billion of real money.

>>scarfa+n51
In talking about people using Microsoft / OpenAI products to build better products than they currently offer.

While this tech has the ability to replace a lot of jobs, it has likely the ability to replace a lot of companies.

>>pclmul+W91
Compute credits are more valuable. It is more difficult to get GPUs than real money.

>>blacko+kG1
As any AI startup can tell you: credits != quota

Right now, quota is very valuable and scarce, but credits are easy to come by. Also, Azure credits themselves are worth about $0.20 per dollar compared to the alternatives.

>>cables+Ez
Who knew the board was Sicilian?