Sharp Tech with Ben Thompson (Preview) The End of OpenAI and Microsoft, Risks and Rationale of the Stargate Project, DeepSeek-R1 and Bitter Lessons for the Future
Jan 23, 2025
Dive into the ambitious Stargate Project, which aims to funnel $500 billion into U.S. AI infrastructure! Discover the shifting dynamics in the partnership between Microsoft and OpenAI, especially in light of ChatGPT's rise. Explore the complexities surrounding OpenAI's evolution and its pursuit of artificial general intelligence. There's also a look at the significant implications for national security and job creation, making for a compelling discussion on the future of AI.
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Shifting Partnership Dynamics
- OpenAI's partnership with Oracle and Microsoft was initially driven by OpenAI's need for resources and Microsoft's interest in the technology.
- However, the unexpected success of ChatGPT shifted OpenAI's focus towards becoming a major consumer tech company, creating inherent conflict with Microsoft's existing business model.
Stargate Project's Strategic Fit
- OpenAI's Stargate project, an independent entity focused on AI infrastructure, aligns with their ambition for AGI.
- This structure allows OpenAI to prioritize long-term goals, unlike Microsoft, which is more focused on existing customer needs.