微软CEO和奥特曼失了和，OpenAI被“断粮”

Core Viewpoint - The relationship between OpenAI and Microsoft is becoming increasingly strained, with significant disagreements emerging between Sam Altman and Satya Nadella regarding investment, access to computing resources, and the path towards Artificial General Intelligence (AGI) [4][10][17]. Group 1: Investment and Resource Allocation - Microsoft has paused a $1 billion investment plan for three data center parks in Ohio, indicating a slowdown in AI data center projects, which may reduce OpenAI's computational support [8][69]. - Disagreements have arisen over the amount of funding and computing resources provided by Microsoft to OpenAI, with Altman seeking more support while Microsoft claims it has already provided substantial resources [20][21]. - Microsoft is reportedly considering reducing its dependency on OpenAI by developing its own AI models, which has led to tensions regarding model usage permissions [24][25]. Group 2: Path to AGI - Microsoft is increasingly skeptical about OpenAI's ability to achieve AGI, influenced by the departure of key technical personnel and a perceived decline in OpenAI's technological leadership [30][31]. - OpenAI's recent technical outputs have not met expectations, leading to doubts about its innovation capabilities and progress towards AGI [32][34]. - Nadella has publicly expressed concerns about the overestimation of AGI milestones, suggesting a more cautious approach to the partnership [39]. Group 3: Internal Competition and Strategic Moves - Microsoft has hired Mustafa Suleyma, a co-founder of Google DeepMind, to develop a competing large language model, indicating a shift in strategy to reduce reliance on OpenAI [40][41]. - The internal competition has been exacerbated by complaints from Microsoft researchers about OpenAI's reluctance to share technical details, which hinders their understanding and improvement of models [25][28]. - The relationship dynamics have shifted from frequent communication to a more formalized structure, with weekly calls replacing the previous daily interactions [47][48]. Group 4: Future of Collaboration - OpenAI's board has the power to trigger clauses that could prevent Microsoft from accessing its advanced technologies, reflecting a potential shift in the partnership's dynamics [64]. - There are indications that OpenAI's leadership is considering actions that could limit Microsoft's access to its technology, which could further complicate their collaboration [60][66]. - Despite ongoing tensions, both companies continue to engage in discussions, but the future of their partnership remains uncertain amid these challenges [62][68].