[nopromisessir]

You can look it up.

Gpt4 is included in bing man... Bing creative mode and balanced mode both.

This is widely known. The investment included access to openai technology for integration in msft services.

Its not a traditional arrangement. This is also widely known. Its a complicated investment with a profitability sunset triggering return of equity to the nonprofit. Also included is technology transfer as long as the sunset doesn't trigger.

This is why Ilya felt comfortable to do it. He did many interviews where he explained this.

[svnt]

None of what you said implies they have current legal access to the source/IP for GPT4.

The original 2019 deal was described as:

> Microsoft and OpenAI will jointly build new Azure AI supercomputing technologies

> OpenAI will port its services to run on Microsoft Azure, which it will use to create new AI technologies and deliver on the promise of artificial general intelligence

> Microsoft will become OpenAI’s preferred partner for commercializing new AI technologies

The $10 billion deal was probably not making a ton of money for MSFT as it was 75% percent of profits, which are easy to get rid of, until they get 49% of the company.

Can you explain why MSFT would spend $10 B for either of these things if they just got OpenAI’s IP?

[nopromisessir]

I'm not getting into the speculative game.

Its obvious that they have to redo less of the stack if the go to msft. At the very least, they already wrote everything to scale with azure.

With respect to IP... My comment was mostly suggesting they could enjoy privaledge to leave msft at some point in the future with IP with them.

How much of the source do they get to avoid rewriting on day 1 at msft? No idea. Could be all of it... But again... At least they already scaled into azure compute architecture and don't have to reinvent the wheel. That's not a small thing.

Not really debating it further. Seems really obvious to me that broadly speaking, for all kinds of reasons, probably access to source inckuded, they will be able to get up to speed substantially faster at msft vs anywhere else.

It's too speculative to be worse discussing in depth. We don't have enough details, but my broader assertion is more or less defensible imo. Others might disagree. Not worth a debate imo.

(edit: 'perpetual license to openai ip short of agi'

Not sure of the details. This is was I see being written.

https://stratechery.com/2023/openais-misalignment-and-micros...'

[nprateem]

Yeah but I have access to various APIs, it doesn't mean I own them or the IP behind them. Does tech transfer really mean MSFT can launch their own competitor off the back of OpenAI's tech? If Altman permitted such ownership no investors should touch him with a barge pole.

[nopromisessir]

I think it goes beyond api access.

Its speculative. Others might disagree. I spoke to this in a comment above.

Your skepticsm seems reasonable to me, but I think my broader point is defensible, though I just don't really care to go further with it. Now I'm reading 85 percent of them have revolted lol.

Maybe we meet again in the other post.

(edit: 'perpetual license to openai ip short of agi'

Not sure of the details. This is was I see being written.

https://stratechery.com/2023/openais-misalignment-and-micros...'