Going short OPAI.PVT 10x leverage.
OpenAI declares 'code red' as Google catches up in AI race
341–350 of 960 posts
Re: OpenAI declares 'code red' as Google catches up in AI race
#342OpenAI was founded a non-profit to benefit humanity. Why does the "race" matter?
They gave up on that a long time ago.
Re: OpenAI declares 'code red' as Google catches up in AI race
#343The fate of OpenAI is effectively sealed - it will go bankrupt and the scraps will get absorbed by Microsoft, for further enshitification. Not necessarily the "end" of AI, but enjoy your account while it's useful. The problem is, there is a whole ecosystem of businesses operating as OpenAI API wrappers, and those are gonna get screeeeewed.
They will just have to change of LLM provider.
If it’s like every other Microsoft acquisition since skype, they’ll certainly leave the API endpoints alone, and occasionally shave a nine and bump the price. (Like github)
Re: OpenAI declares 'code red' as Google catches up in AI race
#344The primary reason I have switched is that creative writing has plummeted on ChatGPT. It is overly eager to censor output that isn't adult but might vaguely be adult if taken incorrectly. This severely limits creative freedom. On the other hand, Gemini happily writes my stories. I am not sure who OpenAI aims to please by nerfing their own product in this way. It can't be paying customers.
there was that teen who died after chat supposedly encouraged him to do bad things and his parents are suing now. so maybe more controls are being put in place to reduce risk.
Re: OpenAI declares 'code red' as Google catches up in AI race
#345Earlier quoted context omitted.
I can generate $20 billion in ARR this year too! I just need you to give me $100 billion and allow me to sell each of your dollars for 0.2 dollars.
Can you? What are you selling? Who are you and why should I believe in you? What would I get in return?
He can. He's selling dollars. He's a person who sells dollars for fewer dollars. You'd get dollars.
Re: OpenAI declares 'code red' as Google catches up in AI race
#346It’s actually code yellow
or maybe even code brown
Re: OpenAI declares 'code red' as Google catches up in AI race
#347Earlier quoted context omitted.
> An innovative product with no means of significant revenue generation. OpenAI has annualized revenue of $20bn. That's not Google, but it's not insignificant.
We live in crazy times, but given what they’ve spent and committed to that’s a drop in the bucket relative to what they need to be pulling in. They’re history if they can’t pump up the revenue much much faster. Given that we’re likely at peak AI hype at the moment they’re not well positioned at all to survive the coming “trough of disillusionment” that happens like clockwork on every hype cycle. Google, by comparison…
Google survives because I still Google things, and the phone I'm typing this on is a Google product.
Whereas I haven't opened the ChatFPT bookmark in months and will probably delete it now that I think about it.
Re: OpenAI declares 'code red' as Google catches up in AI race
#348There will be a daily call for those tasked with improving the chatbot, the memo said, and Altman encouraged temporary team transfers to speed up development. Truly brilliant software development management going on here. Daily update meetings and temporary staff transfers. Well known strategies for increasing velocity!
I've had ideas for how to improve all the different chatbots for like 3 years, nobodys has implemented any of them (usually my ideas get implemented in software somehow the devs read my mind, but AI seems to be stuck with the same UI for LLMs), none of these AI shops are ran by people with vision it feels like. Everyone's just remaking a slightly better version of SmarterChild.
Oh man, I hadn’t thought of SmarterChild in dog’s years! It was an early AIM chatbot, and felt like magic at the time. Looking back it feels like there’s a clear through-line from it (and the rest of ActiveBuddy’s menagerie) to the ChatGPTs of the world today…
For today’s lucky 10,000, here’s a Vice retrospective from 2016:
Re: OpenAI declares 'code red' as Google catches up in AI race
#349Earlier quoted context omitted.
> with no means of significant revenue generation. OpenAI will top $20 billion in ARR this year, which certainly seems like significant revenue generation. [1] [1] https://www.cnbc.com/2025/11/06/sam-altman-says-openai-will-...
I can generate $20 billion in ARR this year too! I just need you to give me $100 billion and allow me to sell each of your dollars for 0.2 dollars.
!
Re: OpenAI declares 'code red' as Google catches up in AI race
#350History doesn't always repeat... but it sure as hell rhymes.