The evolving relationship between OpenAI and Microsoft is marked by diverging paths, as OpenAI integrates its AI models into Microsoft's 365 Copilot product to enhance cost and efficiency. Microsoft, seeking proprietary technology for its productivity software, finds it increasingly impractical to rely on OpenAI. Meanwhile, OpenAI is far from achieving the $100 billion profit mark, necessitating continued technology sharing with Microsoft, which complicates attracting new investors. Additionally, OpenAI's potential departure from the exclusive cloud hosting agreement with Microsoft could allow it to secure better hosting deals with other providers.
Key takeaways:
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- OpenAI and Microsoft have a secret definition for AGI, which is tied to generating $100 billion in profits.
- There is a contractual agreement that OpenAI would stop allowing Microsoft to use new technology after AGI is achieved, to prevent potential harm to humanity.
- OpenAI's shift away from a non-profit model is driven by the need to raise more funds and compete with other AI companies.
- Microsoft and OpenAI are negotiating changes to their arrangement, as both companies are moving towards becoming competitors.