Not really the money but expected return on the money from all these features being rolled out. You can 100% bet there was major estimations made on return on investment. Everything they are releasing has some AI magic on it now. The last thing you want to see is chaos in a company you're betting the farm on.

I feel like as tech focused as HN is, a lot of people are missing how massive MS’s non financial investment in GPT is.

They just ended Ignite, their huge IT conference - and have revealed baking GPT into EVERYTHING they do. Everything.

The closing keynote was the massive engineering effort put in to running LLMs at scale - for MS themselves and customers.

MS is all in on GPT, including releasing a no code and low code custom GPT builder for orgs this week.

Or not nervous at all:

“we’re committed to delivering all of this to our customers ... We have ... full access to everything we need to deliver on our innovation agenda...”

I'd argue this is signaling they have the IP / source code / models / etc.

(Which, for what it's worth, is common in substantial partnership agreements.)

>I'd argue this is signaling they have the IP / source code / models / etc.

I think that just signals that they have a firm business agreement with OAI regardless of what Altman might be doing.

with a product like chatGPT, especially given the nature of how it has been presented thus far (our servers, our API, your account on those servers) , it seems extraordinarily dangerous to treat it like a common partnership agreement.