OpenAI investors keep pushing for Sam Altman’s return

Re:OpenAI investors keep pushing for Sam Altman’s return by gjsman-1000 on Tuesday November 21, 2023 @03:55PM (#38369978)

According to Stratechery, Microsoft does not just have the rights to use the source code and model weights for GPT-3.5 and GPT-4, but a clause saying that Microsoft could not use the models as foundations for their own projects was recently removed.

> Investors have no reason to worry about their investment in the tech.

If Stratechery is correct, this means that if Microsoft successfully poaches Sam Altman and friends, and vacuums OpenAI clean of talent, they will even be able to use the actual GPT-4 to build a Microsoft GPT-5. That should make investors sweat. If you lose the people and (possibly) the technology, what's left?

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Re:OpenAI investors keep pushing for Sam Altman’s return by righthand on Tuesday November 21, 2023 @04:03PM (#38370090)

Yeah okay Microsoft poaches them but they still have to restart building everything from scratch which wouldn’t benefit Microsoft. Microsoft doesn’t want to poach talent, they can always do that with or without this incident. Microsoft wants the whole bundle. Hence the media campaign Satya is doing.

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Re:OpenAI investors keep pushing for Sam Altman’s return by jacquesm on Tuesday November 21, 2023 @04:27PM (#38370448)

No, the point is they would not have to start building everything from scratch.

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Re:OpenAI investors keep pushing for Sam Altman’s return by righthand on Tuesday November 21, 2023 @04:30PM (#38370497)

That only happens if Microsoft acquires all of OpenAI, not if they just poach the employees. Poaching means starting again even if they have the road map in their head.

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Re:OpenAI investors keep pushing for Sam Altman’s return by ebalit on Tuesday November 21, 2023 @05:14PM (#38371144)

They already have access to GPT4 per their agreement with OpenAI.

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Re:OpenAI investors keep pushing for Sam Altman’s return by himaraya on Tuesday November 21, 2023 @03:58PM (#38370020)

Source? Ben didn't read his cited source in his article yesterday.

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Re:OpenAI investors keep pushing for Sam Altman’s return by gjsman-1000 on Tuesday November 21, 2023 @03:59PM (#38370026)

Currently, the claim is unproven. However, if I were an investor, I'd be pounding on the doors demanding for clarification.

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Re:OpenAI investors keep pushing for Sam Altman’s return by himaraya on Tuesday November 21, 2023 @04:00PM (#38370038)

I meant, can you link the claim that the clause in question got removed?

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Re:OpenAI investors keep pushing for Sam Altman’s return by gjsman-1000 on Tuesday November 21, 2023 @04:01PM (#38370061)

https://stratechery.com/2023/openais-misalignment-and-micros...

"Microsoft’s original agreement with OpenAI also barred Microsoft from pursuing AGI based on OpenAI tech on its own; my understanding is that this clause was removed in the most recent agreement."

(It's hidden under a citation bubble you need to click after the third paragraph.)

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Re:OpenAI investors keep pushing for Sam Altman’s return by himaraya on Tuesday November 21, 2023 @04:03PM (#38370088)

I see. Pursuing AGI sounds distinct from commercializing future versions of ChatGPT based on OpenAI IP. I imagine the exact legal wording in the contract makes all the difference.

The WSJ article from June he cited indicates the license still comes with restrictions.

https://www.wsj.com/articles/microsoft-and-openai-forge-awkw...

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Re:OpenAI investors keep pushing for Sam Altman’s return by jacquesm on Tuesday November 21, 2023 @04:27PM (#38370457)

I'd have my lawyers do the pounding.

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