[theptip]

The big question in my mind is the reported threat from MSFT to withhold cloud credits (i.e. the actual currency of their $10B investment). Is this true? And are they going to follow through?

I don't buy for a second that enough employees will walk to sink the company (though it could be very be disruptive). But for OpenAI, losing a big chunk of their compute could mean they are unable to support their userbase and that could permanently damage their market position.

[justcool393]

was it even reported? i heard a bunch of stuff that seemed to be hypothetical guessing like "satya must be furious" that seemed to morph into "it was reported satya is furious"

i've seen similar with the cloud credits thing, people just pontificating whether it's even a viable strategy.

[cthalupa]

The report was that investors were talking to microsoft about the threat to withhold credits.

Which does not say whether microsoft was open to the idea or ultimately chose to pursue that path.

[borissk]

MS is not going to randomly withhold cloud credits, as OpenAI is going to sue them for billions of damages.

[vaxman]

So they should keep buying H100s (and H200s) and pouring billions into their own chips on the expectation that OpenAI will fulfill its contractual obligations under THESE circumstances? If they stop doing that, how long before all of Azure is busy on a money losing chat program under all new leadership that doesn’t have the same plan that was sold to MSFT?