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ChatGPT's enterprise success against Copilot fuels OpenAI/Microsoft rivalry

(www.bloomberg.com)
302 points mastermaq | 7 comments | 24 Jun 25 16:02 UTC | HN request time: 0.894s | source | bottom
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breadwinner ◴[24 Jun 25 20:23 UTC] No.44370630[source]▶
Microsoft has wasted their opportunity.

When ChatGPT first came out, Satya and Microsoft were seen as visionaries for their wisdom in investing in Open AI. Then competitors caught up while Microsoft stood still. Their integration with ChatGPT produced poor results [1] reminding people of Tay [2]. Bing failed to capitalize on AI, while Proclarity showed what an AI-powered search engine should really look like. Copilot failed to live up to its promise. Then Claude.ai, Gemini 2.0 caught up with or exceeded ChatGPT, and Microsoft still doesn't have their own model.

[1] https://www.nytimes.com/2023/02/16/technology/bing-chatbot-m...

[2] https://en.wikipedia.org/wiki/Tay_(chatbot)

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dyauspitr ◴[24 Jun 25 21:32 UTC] No.44371295[source]▶
How have they failed? They still get 49% of openAI’s profits so if openAI wins, Microsoft wins.
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1. flowerlad ◴[24 Jun 25 22:19 UTC] No.44371653[source]▶
That can be considered victory only if Microsoft is an investment firm as opposed to a software company.
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2. mangamadaiyan ◴[24 Jun 25 23:03 UTC] No.44371992[source]▶
Aren't they actually an investment firm with a passing interest in software?
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3. flowerlad ◴[24 Jun 25 23:12 UTC] No.44372070[source]▶
Fair point
4. gneuron ◴[25 Jun 25 01:49 UTC] No.44372970[source]▶
They're like the Merck of the pharma world.
5. dragonwriter ◴[25 Jun 25 01:54 UTC] No.44372995[source]▶
> That can be considered victory only if Microsoft is an investment firm as opposed to a software company.

An investment vehicle would be more accurate, but that's the primary function of every broadly-held publicly-traded firm.

6. prng2021 ◴[25 Jun 25 02:06 UTC] No.44373044[source]▶
Maybe you should actually read one of their earnings reports. They don’t make $250B in annual revenue because of a “passing interest in software”.
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7. flowerlad ◴[25 Jun 25 14:45 UTC] No.44377949{3}[source]▶
You’re contradicting yourself with that statement. Microsoft is seen as a mercenary… yes they make a lot of money, that’s proof they’re a mercenary. If you want to prove they are not then point to software categories they invented, not how much money they are making.