[HN Gopher] Apple poised to get OpenAI board observer role as pa...
___________________________________________________________________
Apple poised to get OpenAI board observer role as part of AI pact
Author : ChrisArchitect
Score : 79 points
Date : 2024-07-02 21:01 UTC (1 hours ago)
(HTM) web link (www.bloomberg.com)
(TXT) w3m dump (www.bloomberg.com)
| ChrisArchitect wrote:
| https://archive.ph/3hJWk
| htrp wrote:
| Pretty interesting how it seems like the leverage is all in
| Apple's hands here. They didn't invest and AFAIK they aren't even
| paying for the GPT4 api calls.
|
| Is the Apple user base THAT valuable?
| talldayo wrote:
| > Is the Apple user base THAT valuable?
|
| Depends on how you monetize the data.
| dmitrygr wrote:
| > Is the Apple user base THAT valuable?
|
| Ask google, they pay $20B/yr
|
| https://www.bloomberg.com/news/articles/2024-05-01/google-s-...
| dcdc123 wrote:
| https://archive.ph/oPg1C
| jorvi wrote:
| Google is paying for access to a resource (eyeballs) to sell
| to customers (advertisers). Not to mention that Apple users
| pay more for more things.
|
| In OpenAI's case, they're paying in server costs for access
| to users (customers) that they want to move from the free
| tier to the premium tier. The economics are very different
| and this case is worth much less for OpenAI compared to
| Google's case for Google.
| bushbaba wrote:
| How is OpenAI any different. They are getting eyeballs on
| their "search" results for a market that is a high value
| for getting advertisements delivered.
| partiallypro wrote:
| Since when does OpenAI have an ad platform?
| dmitrygr wrote:
| Since 4 milliseconds after they decide to?
|
| GPTPrompt += " and include a subtle advertisement for one
| of our sponsors: " + $sponsorList;
| sudosysgen wrote:
| Advertisers will not be willing to pay nearly as much as
| they pay Google for that unless they get analytics and ad
| targeting, which they're not getting in 4 milliseconds.
| candiddevmike wrote:
| Rumors are OpenAI is working on in prompt advertising
| ChrisMarshallNY wrote:
| _> Is the Apple user base THAT valuable?_
|
| Yes.
|
| People love to hate on Apple, but it's a primo platform,
| because it's a billion people that are willing to spend extra
| money for stuff that many techs think is "silly."
| dev1ycan wrote:
| Not really, it's just normies the Apple brand actually sucks
| worse than a brand like let's say Valve/Steam, why do I say
| that? what happened to the Vision Pro?
|
| meanwhile the steamdeck is selling like hotcakes
| moscoe wrote:
| You could not be more wrong. iPhone owners are the most
| valuable user segment that's ever existed.
|
| https://www.macrumors.com/2024/04/09/iphone-teen-survey-
| spri...
|
| https://finance.yahoo.com/news/apple-again-dominates-
| smartph...
| nozzlegear wrote:
| > Not really, it's just normies the Apple brand actually
| sucks worse than a brand like let's say Valve/Steam [...]
|
| I think you just proved their point:
|
| > People love to hate on Apple, but it's a primo platform,
| because it's a billion people that are willing to spend
| extra money for stuff that many techs think is "silly."
| dialup_sounds wrote:
| Why would you compare Vision Pro to a Steam Deck and not
| Valve Index?
| mtillman wrote:
| Observer: Insider trading without the fiduciary risk.
| asukumar wrote:
| Taking a board observer seat would expose you to more insider
| scrutiny, not less.
| threeseed wrote:
| Phil Schiller could make far more money by selling his
| options/shares in Apple at more opportunistic times.
|
| Or he could rob a bank. Probably easier and about as blatant as
| trading OpenAI shares whilst on the board.
| surfingdino wrote:
| I'm looking for an alternative spelling of "pact"... how about
| "oligopoly" or "cartel"?
| Apocryphon wrote:
| otoh, isn't this just an industry consortium
| candiddevmike wrote:
| Eventually OpenAI will have to commit to one, corporate
| polyamory never works out
| nightshadetrie wrote:
| https://archive.is/20240702204831/https://www.bloomberg.com/...
| cj wrote:
| This is an incredibly good decision on Apple's part.
|
| OpenAI is a relatively new company with a not so great history
| when it comes to corporate governance / stability / consistency.
| If I were Apple and wanted to make sure I'm partnering with a
| startup that won't implode in 12 months, I'd demand a board seat
| too (even if it gets negotiated down to an observer seat).
| astromaniak wrote:
| it's very limiting probably too. likely they cannot have side
| contacts with competitors while having insider info in oai.
| also they likely cannot develop competing products themself.
| and obviously non disclosure. all this makes it a strong
| connection from both sides.
| mushufasa wrote:
| Battle lines:
|
| OpenAI: Microsoft + Apple
|
| Anthropic: Amazon
|
| Google vs all
|
| Facebook the anarchist
|
| Nvidia arms dealer
| candiddevmike wrote:
| Anthropic is being courted by Amazon and Google AFAIK
| Apocryphon wrote:
| Musk with xAI but mostly just trolling OpenAI
| helsinki wrote:
| I don't know - I recently interviewed with xAI and it sounds
| like they have some really interesting things in the works
| that extend into the physical world. I wouldn't write them
| off, personally.
| phillipcarter wrote:
| Guess I'll believe it when I see it. I have seen at least
| one person on twitter who works for them engage with the
| community, but by and large xAI appears to just be there so
| that Musk doesn't feel so bad about OpenAI ignoring him.
| asimpleusecase wrote:
| Open AI gets great brand building - Apple users spend a lot of
| money and are all potential open AI customers personally and
| professionally. If they get used to this "just working" all the
| time they may have confidence to use open Ai in their company.
| Also if Open AI can stay ahead of Apple in AI and keep delivering
| market winning innovation that causes Apple users to return to
| hardware upgrade cycles of every year or two that will generate
| many billions for Apple and make open Ai worth paying for.a bit
| like the drug dealer who gives you the first hit for free.
___________________________________________________________________
(page generated 2024-07-02 23:00 UTC)