| ▲ | dinosor 5 hours ago | |||||||||||||||||||
> Microsoft will no longer pay a revenue share to OpenAI. I feel this looks like a nice thing to have given they remain the primary cloud provider. If Azure improves it's overall quality then I don't see why this ends up as a money printing press as long as OpenAI brings good models? | ||||||||||||||||||||
| ▲ | JumpCrisscross 4 hours ago | parent | next [-] | |||||||||||||||||||
OpenAI was also threatening to accuse "Microsoft of anticompetitive behavior during their partnership," an "effort [which] could involve seeking federal regulatory review of the terms of the contract for potential violations of antitrust law, as well as a public campaign" [1]. [1] https://www.wsj.com/tech/ai/openai-and-microsoft-tensions-ar... | ||||||||||||||||||||
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| ▲ | aurareturn 4 hours ago | parent | prev | next [-] | |||||||||||||||||||
Does this mean Microsoft gets OpenAI's models for "free" without having to pay them a dime until 2032? And on top of that, OpenAI still has to pay Microsoft a share of their revenue made on AWS/Google/anywhere until 2030? And Microsoft owns 27% of OpenAI, period? That's a damn good deal for Microsoft. Likely the investment that will keep Microsoft's stock relevant for years. | ||||||||||||||||||||
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| ▲ | lokar 4 hours ago | parent | prev [-] | |||||||||||||||||||
Does anyone expect azure quality to improve? Has it improved at all in the last 3 years? Does leadership at MS think it needs to improve? I doubt it | ||||||||||||||||||||
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