OpenAI signs surprise deal with Google Cloud despite fierce AI rivalry

Report: Deal marks shift from exclusive Microsoft partnership as AI compute needs soar.

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[sigmasirrus]

I think LLMs will become commodified. Already the open source, open weight models are pretty good. OpenAI doesn’t really have a moat. They merely have attention. The one use I have found LLMs to be helpful for is coding. But I don’t care who makes the model, as long as it works well. Given OpenAI’s legal troubles and their being forced to retain everything you give them, I will not be using them at all for coding. Claude seems to be pretty good at it. But if there were a local model that specialized in coding that I could run on my own hardware and would be as good as Claude, I would use that instead. So the money can’t really be in proprietary models in the long run…