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A comment on Satya Nadella says OpenAI governance needs to change. Parent comment

Re:Satya Nadella says OpenAI governance needs to change by takinola on Monday November 20, 2023 @08:21PM (#38357525)
What's really interesting is that OpenAI has been maneuvered into a really bad strategic position. Theoretically, they could jump into the arms of any other FAANG and get the compute and funding they need. However, Microsoft remains a 49% equity holder so they don't have much to offer to this new corporate savior. Microsoft effectively licked the OpenAI cookie once they bought such a large stake in the company.

The only strategic play left to OpenAI is spite. They can choose to burn down Chat GPT which will lead to a scattering of their talent across competitors (although Microsoft will likely just pick up most). This will slow down Microsoft by a couple of months but will be nothing more than a bump on their way to AI dominance.

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Re:Satya Nadella says OpenAI governance needs to change by gmt2027 on Monday November 20, 2023 @08:59PM (#38357896)
A strategic play is to release the models - the nuclear option. Go full OpenAI. Even if Microsoft has an exclusive license, leaks and breaches happen.

The board should have led with this as an implied threat behind closed doors and given both Altman and Nadella a face-saving public retreat. Altman goes off to start GPTSoft with equity, a license to GPT4 and access to Microsoft's cloud compute. Everyone gets to call this a win. Public humiliation was a mistake.

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