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himaraya

1,079 karma · joined December 21, 2018

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himaraya··on OpenAI annualised revenues $20B less than previously signalled
They asked for comment for the misleading original $40bn base figure.
himaraya··on OpenAI's Sam Altman says it would be 'ill-advised' to go public in 2026
Time for Dario to walk the walk
himaraya··on Breakdown of faults by car brand: Tesla has replaced Dacia at the bottom
I largely agree except on steering feel, which Tesla does better than much of the competition these days
himaraya··on Figma and Adobe abandon proposed merger
> The decision by Adobe and Figma to spike their $20 billion merger on Monday dented the imminent dream of startup riches for Figma investors and employees. But Figma’s business is still growing quicker than that of most mature startups, potentially putting it in position for an initial public offering in 2025 or later. And the billion-dollar breakup fee from Adobe will strengthen Figma’s already robust balance sheet.

> The design software firm expects to finish this year with over $600 million in annual recurring revenue, an increase of more than 40% over the past year, people familiar with the matter said. The San Francisco–based company has also been generating cash for a few years, the people said. That financial picture likely makes it one of the best-performing late-stage private tech companies, particularly in a year when many firms have struggled with sagging growth rates as corporate clients have cut their software spending.

https://www.theinformation.com/articles/figma-grew-fast-even...

himaraya··on The race between Intel, Samsung, and TSMC to ship the first 2 nm chip
Samsung exists. China won't invade any time soon though.
himaraya··on Inside OpenAI's crisis over the future of artificial intelligence
On the other hand, Summers did lend his credibility to the crypto scam DCG and helped lay the groundwork for the 2008 financial crisis. He gets in over his head sometimes.
himaraya··on Inside OpenAI's crisis over the future of artificial intelligence
Kind of interesting the dirty laundry gets aired out only now
himaraya··on Warning from OpenAI leaders helped trigger Sam Altman's ouster
Tiku edited for Valleywag 2013-14 then left. I wouldn't blindly discredit her reporting barring specific complaints.
himaraya··on Warning from OpenAI leaders helped trigger Sam Altman's ouster
I'd still find the added context insightful. They went to the board alleging psychological abuse, so I assume they understood the board would at least consider removing Sam.
himaraya··on Warning from OpenAI leaders helped trigger Sam Altman's ouster
I wonder if those same senior employees signed the letter. If the WaPo could verify that, that could clarify whether peer pressure extended beyond Ilya.
himaraya··on Gemini AI
The new alternatives offered better products. Not clear that Gemini qualifies yet besides multimodal.
himaraya··on OpenAI researchers warned board of AI breakthrough ahead of CEO ouster
> After being contacted by Reuters, OpenAI, which declined to comment, acknowledged in an internal message to staffers a project called Q* and a letter to the board before the weekend's events, one of the people said.

Reuters update 6:51 PST

The Verge has acted like an intermediary for Sam's camp during this whole saga, from my reading.

himaraya··on OpenAI researchers warned board of AI breakthrough ahead of CEO ouster
The article suggests the way Q* solves basic math problems matters more than the difficulty of the problems themselves. Either way, I think judging the claims made remains premature without seeing the supporting documentation.
himaraya··on We have reached an agreement in principle for Sam to return to OpenAI as CEO
His claim to fame comes from scaling FB. Quora shows he has questionable product nous, but nobody questions his technical chops.
himaraya··on Before OpenAI, Sam Altman was fired from Y Combinator by his mentor
Indicative that many sources still come from Sam's camp
himaraya··on We have reached an agreement in principle for Sam to return to OpenAI as CEO
He has his network and technical credibility, so I wouldn't underestimate him. Board composition remains hard to predict now.
himaraya··on We have reached an agreement in principle for Sam to return to OpenAI as CEO
Sounds like speculation again from Sam's camp, honestly. Hard to judge without knowing which way the new board members lean.
himaraya··on Before Altman’s ouster, OpenAI’s board was divided and feuding
Vague disparaging remarks, fine. Specific allegations, not so much.
himaraya··on We have reached an agreement in principle for Sam to return to OpenAI as CEO
If he survived to this point, I doubt he will go any time soon.
himaraya··on We have reached an agreement in principle for Sam to return to OpenAI as CEO
Conditioned on the outcome of the internal investigation, which seems up for grabs.
himaraya··on We have reached an agreement in principle for Sam to return to OpenAI as CEO
Hard to say without seeing how the two new board members lean.
himaraya··on Before Altman’s ouster, OpenAI’s board was divided and feuding
I suspect the board prioritized legal exposure first and foremost. They made the mistake of not hiring a legal or PR firm to handle the dismissal.
himaraya··on Before Altman’s ouster, OpenAI’s board was divided and feuding
The paper reads a lot more nuanced than that. It compares the "system card" released with GPT-4 to the delay of Claude and the merits of each approach vis a vis safety.
himaraya··on OpenAI investors keep pushing for Sam Altman’s return
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...

himaraya··on OpenAI investors keep pushing for Sam Altman’s return
I meant, can you link the claim that the clause in question got removed?
himaraya··on OpenAI investors keep pushing for Sam Altman’s return
Source? Ben didn't read his cited source in his article yesterday.
himaraya··on OpenAI investors keep pushing for Sam Altman’s return
> What Bloomberg Intelligence Says

"A potential return of Sam Altman as OpenAI’s CEO will likely strengthen Microsoft’s strategic positioning, especially if it’s able to procure a seat on the new board. This could also be the preferred outcome for Microsoft, given a high legal risk if it hires a majority of OpenAI employees. We see little to no likelihood that Microsoft will buy OpenAI amid ongoing regulatory hurdles."

— Anurag Rana and Andrew Girard, analysts

https://www.bloomberg.com/news/articles/2023-11-21/altman-op...

himaraya··on Satya Nadella: "We have all the rights and all the capability."
Regardless, unless discovery finds a smoking gun that the board acted in bad faith vis a vis the charter, which nothing public indicates, a judge would likely tell investors to pound sand.
himaraya··on Satya Nadella: "We have all the rights and all the capability."
I think that argument fares even worse. The board only needs to prove to a judge they believed firing Sam would benefit the charter, and the leaks from their camp have stated as much. The board has deliberately stayed silent to avoid legal exposure, not a surprise.
himaraya··on Satya Nadella: "We have all the rights and all the capability."
Harming investors in order to uphold the nonprofit charter sounds more reasonable than you suggest. Take it from Matt Levine. I don't think investors would win this line of argument.

https://www.bloomberg.com/opinion/articles/2023-11-21/openai...

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