Comment by dinosor
1 day 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?
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...
Pot? Meet Kettle.
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.
own 27%. but are entitled to OpenAI profits of 49% for eternity (if OpenAI is profitable or government steps in)
Where is the 49% coming from? The new deal does not talk about that.
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
No and at this point tying yourself to azure is a strategic passive and anyone making such decisions should be held responsible for any service outage or degradation.
This is certainly... an opinion.
AWS's us-east-1 famously takes down either a bunch of companies with it, or causes global outages on the regular.
AWS has a terrible, terrible user interface partly because it is partitioned by service and region on purpose to decrease the "blast radius" of a failure, which is a design decision made totally pointless by having a bunch of their most critical services in one region, which also happens to be their most flaky.
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MS incentivizes feature quantity, and the leadership are employees like any other. Product improvements are not on the table unless the company starts promoting people based on it. Doesn't look this will start happening any time soon.
Don’t worry I’m sure there’s a few products without copilot integration still. They’ll get to them before too long.