OpenAI와 Microsoft의 파트너십 역학 관계 악화

OpenAI와 Microsoft 간의 균열이 커지고 있다는 것은 협업이 아닌 경쟁으로 전환되고 있다는 신호입니다.

### OpenAI와 Microsoft: 변화하는 파트너십 환경 탐색하기
* 👥 Microsoft는 OpenAI에 **130억 달러를 투자**하고 Azure를 통해 서버 지원을 제공하는 등 OpenAI와 Microsoft는 긴밀한 파트너십을 유지해 왔습니다.
* 🍎 최근 OpenAI와 Apple의 파트너십, 검색 GPT의 출시 등 여러 가지 상황으로 인해 **두 회사의 관계가 긴장**되고 있습니다.
* 💔 Microsoft는 이제 연례 보고서에서 **OpenAI를 'AI 경쟁자'**로 언급하며 파트너십에 대한 인식의 변화를 예고하고 있습니다.
* 🔍 사용자가 OpenAI의 검색 모델을 대신 선택할 수 있기 때문에 **Search GPT의 도입은 Microsoft의 Bing 검색 엔진에 영향**을 미칠 가능성이 있습니다.
* 🤝 두 회사는 이제 **서로에 대한 의존도를 낮추고 자급자족**할 수 있는 방법을 모색하고 있습니다.
* 🧠 Microsoft는 OpenAI에 대한 의존도를 줄이기 위해 **Copilot과 같은 자체 AI 모델 개발**을 강화하고 있습니다.
* 💰 OpenAI는 새로운 파트너십과 비즈니스 모델을 모색하는 등 **Microsoft와 Apple을 넘어 수익원을 다각화**하기 위해 노력하고 있습니다.
* 🔮 OpenAI와 Microsoft의 파트너십의 미래는 불확실하며, **두 회사는 AI 분야에서 점점 더 경쟁**할 가능성이 높습니다.

I am Gamja, and today I want to talk about the growing rift between my very close friends, OpenAI and Microsoft. It seems like they might end up parting ways. I'm going to discuss the phrase yesterday's comrades, today's enemies. 

First of all, something feels off. Anyone interested in artificial intelligence knows that OpenAI and Microsoft have had a very close relationship for a long time. Even when early investors in OpenAI started to leave, Microsoft consistently supported them both financially and in other ways. Of course, it wasn't just out of goodwill that Microsoft was generous; they also became a leading company in the industry through OpenAI's latest AI model, GPT-4. This success was a result of the strong collaboration between OpenAI and Microsoft. However, recently, things have started to change.

There are uncomfortable issues arising between the two companies. The first is the relationship between OpenAI and Apple. Many people were concerned about this when the recent search GPT was announced, wondering if their relationship might be a cause for concern. 

If we look at the history of their partnership, Microsoft made a large-scale investment of $13 billion starting in 2019. Through Microsoft's Azure services, OpenAI was able to operate and develop stable services. Conversely, Microsoft had to use only Azure to install OpenAI, and they actively applied the OpenAI GPT model to their own services. This synergy worked very well, allowing OpenAI to lead the artificial intelligence market to this day. If Microsoft hadn't had the financial resources during this process, it wouldn't have been easy. 

However, Microsoft mentioned OpenAI in their annual report...

I included the phrase AI competitor. Through the partnership with Apple, it created a situation that puts pressure on Microsoft. In fact, OpenAI is even offering its services for free through Apple. So, Microsoft has invested the most money, and it feels a bit unfair. However, what's more important is that OpenAI has started to develop its own search function. Originally, there were web browsing features through Microsoft's Bing, and various tasks were based on that, which also led to an increase in Bing's market share. There was also the notion that as OpenAI services grow, the usage of Bing would increase. But now, with the announcement of Search GPT, people are saying they will no longer use Chat GPT or Bing and will instead use Search GPT, impacting Bing's market.

I think the market share may not decrease. Another aspect to consider is that search fundamentally involves thinking about search advertising. Currently, through Search GPT, we are contemplating another swing model, which is OpenAI. There was a moment when the partnership with Apple was strained, but now it's reached a point where we think, This is just a joke, regarding Search GPT. Of course, it’s complicated because we have been investing and developing technology for such a long time, so parting ways immediately is difficult. From OpenAI's perspective and Microsoft's perspective, both are very important partners. However, since they have different thoughts, it seems that the business direction will also change. Currently, Microsoft has an open-source AI called Fire, and it looks like they will develop their own model in this manner, and OpenAI may also proceed without relying on Microsoft for funding or server support.

I think we should consider various ways to be self-sufficient. In my view, ultimately, everyone will have to find their own way to survive. Looking at Microsoft's side, it seems they will intensify the development of their own models. They are currently using GPT-4, but I believe they are working hard to replace it with their proprietary model, which is called Copilot, to further strengthen their branded services. Additionally, there are currently various models available in the cloud, but there seems to be a strong inclination to support OpenAI. In this situation, I think other models will also be integrated and well-supported, just like OpenAI. Lastly, there is a strategy to expand partnerships and collaborations with other companies. We should take a look at OpenAI; it will be necessary to find new partners beyond Microsoft and Apple, receive investments, and combine services.

What’s more important is that we need to expand our revenue sources. Currently, the biggest revenue source for OpenAI is probably the revenue from ChatGPT Plus and the API usage fees. Therefore, it seems crucial to create a business model that can generate revenue without external investment, including Search GPT. Lastly, strengthening our independence is necessary so that we can operate our services well without relying on Microsoft. I think we need various strategies for this. So far, this has all been my speculation, but it definitely seems that the honeymoon period between Microsoft and OpenAI is over, and I wonder if they will start competing for their respective shares. Thank you.

오픈AI vs MS 싸울까? | 챗GPT vs 코파일럿 | Search GPT vs Bing

다양한 인공지능 정보를 다루고 있습니다.

감자나라ai

OpenAI와 Microsoft 간의 점점 커지는 격차

OpenAI와 Microsoft는 2019년부터 Microsoft가 지속적인 지원과 자금을 제공하는 등 긴밀한 관계를 유지해 왔습니다.

두 회사의 협력은 상호 이익이 되어 왔으며, OpenAI의 성공은 AI 업계에서 Microsoft의 성장을 견인했습니다.

그러나 최근 OpenAI와 Apple의 관계 및 파트너십 역학 관계의 변화로 인해 긴장이 고조되고 있습니다.

OpenAI와 Apple의 파트너십이 Microsoft에 미치는 영향

OpenAI가 Apple을 통해 무료로 서비스를 제공하면서 OpenAI와 Apple의 파트너십이 Microsoft에 압력을 가하고 있습니다.

OpenAI의 자체 검색 기능인 Search GPT의 개발은 잠재적으로 Bing의 시장 점유율에 지장을 줄 수 있습니다.

OpenAI와 Microsoft는 모두 중요한 파트너이지만, 서로 다른 관점으로 인해 사업 방향이 바뀌고 독자적인 AI 모델 개발로 이어질 수 있습니다.

개인과 기업이 자체 생존 전략을 모색하면서 자급자족에 대한 필요성이 커지고 있습니다.

Microsoft는 독자적인 모델인 Copilot 개발에 주력하여 GPT-4를 대체하고 브랜드 서비스를 강화하는 것을 목표로 하고 있습니다.

클라우드에서 다양한 AI 모델을 지원하고 파트너십과 협업을 확대하는 추세는 OpenAI와 같은 기업이 서비스를 다양화하고 강화하는 데 매우 중요합니다.

현재 OpenAI의 주요 수익은 ChatGPT Plus와 API 사용료에서 발생합니다.

외부 투자 없이도 수익을 창출할 수 있는 비즈니스 모델을 만들어야 할 필요성이 있습니다.

Microsoft로부터의 독립성을 강화하는 것은 OpenAI의 운영에 매우 중요하며, 두 회사의 관계가 경쟁 관계로 전환될 수 있다는 추측이 있습니다.