this is quite worrying for OpenAI as the rate token prices have been plummeting thanks to Meta and its going to have to keep cutting its prices while capex remains flat. whatever Sam says in interviews just think the opposite and the whole picture comes together. It's almost a mathematical certainty that people who invested in OpenAI will need to reincarnate in multiple universes to ever see that money again but no b…
I agree with you somewhat. You are correct unless they have a much better GPT model that have not released for whatever reason. They are a year ahead than competitors and GPT4 is pretty old now. I find it hard to believe they don’t have much more capable models now. We Will see though
They are no doubt sitting on ultra polished stuff. When you are the tip of the arrow though and the cutting edge itself it might not be as efficient but does it ever show you things you can’t unsee.
When OpenAI can launch a video thing a day after because it’s ready to go. I am less and less skeptical e dry time they ship because the quality of the first version isn’t sliding back wards even in different areas like video.
Maybe releasing it is strategic, or releasing it also requires supporting it infrastructure wise and then some. That might be a challenge.
My feeling is the next model of an k between may have massive efficiency and performance improvements without having to go quantum with brute forcing it.
Meanwhile others who are following what OpenAI has done seem to be able to optimize it and make it more efficient whether it’s open source or otherwise.
Both are doing important work and I'm not sure I want to see it as a one winner take all game.
The way AI vendors are responding suddenly to another’s launch feels like they are always ready to launch and continue to add functionality to it that could also ship.
It reminds me of when Google spent a billion dollars advertising bing had a billion pages indexed. Google stayed quiet. Then when the money was spent by Microsoft, Google simply added a zero or two to their search page, when they used to list how many pages they have indexed. They were just sitting on it already done, announcing it when it’s to their benefit.