←back to thread

Microsoft and OpenAI's close partnership shows signs of fraying

(www.nytimes.com)
321 points jhunter1016 | 9 comments | 18 Oct 24 11:11 UTC | HN request time: 0s | source | bottom
Show context
mikeryan ◴[18 Oct 24 12:04 UTC] No.41878605[source]▶
While technical AI and LLMs are not something I’m well versed in. So as I sit on the sidelines and see the current proliferation of AI startups I’m starting to wonder where the moats are outside of access to raw computing power. Open AI seemed to have a massive lead in this space but that lead seems to be shrinking every day.
replies(10): >>41878784 #>>41878809 #>>41878843 #>>41880703 #>>41881606 #>>41882000 #>>41885618 #>>41886010 #>>41886133 #>>41887349 #
weberer ◴[18 Oct 24 12:28 UTC] No.41878784[source]▶
Obtaining high quality training data is the biggest moat right now.
replies(2): >>41882699 #>>41883992 #
1. staticautomatic ◴[18 Oct 24 22:15 UTC] No.41883992[source]▶
I’m in this space and no it isn’t.
replies(1): >>41884027 #
2. sumedh ◴[18 Oct 24 22:23 UTC] No.41884027[source]▶
What is the moat then?
replies(1): >>41884043 #
3. staticautomatic ◴[18 Oct 24 22:24 UTC] No.41884043[source]▶
Idk but it’s not lack of training data.
replies(2): >>41884094 #>>41887047 #
4. sumedh ◴[18 Oct 24 22:34 UTC] No.41884094{3}[source]▶
You work in this space and you dont know what the moat is?
replies(4): >>41884130 #>>41884226 #>>41884915 #>>41887971 #
5. staticautomatic ◴[18 Oct 24 22:38 UTC] No.41884130{4}[source]▶
The market is two-sided
6. sangnoir ◴[18 Oct 24 22:55 UTC] No.41884226{4}[source]▶
All of the people working in CS don't know if P=NP: working in a field doesn't mean you have all the answers.
7. mplewis ◴[19 Oct 24 01:24 UTC] No.41884915{4}[source]▶
Tells you a lot about the state of the industry.
8. fastball ◴[19 Oct 24 10:46 UTC] No.41887047{3}[source]▶
If you don't know what it is, how do you know it's not training data?
9. tim333 ◴[19 Oct 24 14:32 UTC] No.41887971{4}[source]▶
There doesn't seem to be much of a moat. OpenAI, Gemini, Meta, X.Ai and Anthropic all seem to be able to much the same stuff. o1 is novel at the moment but I bet it'll be copied soon.