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

(www.bloomberg.com)
302 points mastermaq | 2 comments | 24 Jun 25 16:02 UTC | HN request time: 0.784s | source
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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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crowcroft ◴[24 Jun 25 21:06 UTC] No.44371066[source]▶
Even with their failures Microsoft still has OpenAI over a barrel.

Access to their IP, and 20% of revenue (not profit).

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echelon ◴[24 Jun 25 23:39 UTC] No.44372235[source]▶
Firing the antitrust cannon can deal with that.

Altman will absolutely attempt this.

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1. creddit ◴[25 Jun 25 03:32 UTC] No.44373418[source]▶
Can you give a simple description of what the antitrust case would be?
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2. crowcroft ◴[25 Jun 25 12:15 UTC] No.44376392[source]▶
I think the complaint would be two things, however IANAL

1. Lack of access to compute resource. Microsoft intentionally slowing OpenAI's ability to scale up and grow dominant quickly vs. Copilot, a competing product. Microsoft shouldn't be able to use it's dominance in the cloud compute market to unfairly influence the market for consumer AI.

2. Microsoft should not automatically gain OpenAIs IP in domains outside of the AI offerings that the company was supplying when the initial agreement was made. If it must be upheld the terms of the contract mean Microsoft get all of OpenAIs IP, then it block OpenAI from competing in other markets eg. Windsurf vs. VS Code.