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…
There’s a Pareto frontier where Meta is pushing out the boundaries along the “private” and “cheap” axes. Open AI can release GPT 4.5 or 5 and push out the boundary in the direction of “correctness” and “multimodality”. Either way, we win as customers while the the level of competition remains this hot. I personally want a smart AI much more than a cheap or fast one. Your mileage may vary.
I don’t know whether/when we’ll get there, and whether it will be improvements in models, or underlying model technology, or GPU/TPUs with larger memory at a consumer price point, or something else, that will deliver it.