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The $100B megadeal between OpenAI and Nvidia is on ice

wsj.com

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Re: The $100B megadeal between OpenAI and Nvidia is on ice

#131

Post by aurareturn »

system2 wrote: post #87
consumer451 wrote: post #77

Earlier quoted context omitted.

To use the parlance of this thread: "next" foundation models is doing a lot of heavy lifting here. Am I doing this right? My point is, does Apple have any useful foundation models? Last I checked they made a deal with OpenAI, no wait, now with Google.

I think Apple is waiting for the bubble to deflate, then do something different. And they have the ready to use user base to provide what they can make money from.

Apple can make more money from shorting the stock market, including their own stock, if they believe the bubble will deflate.

Re: The $100B megadeal between OpenAI and Nvidia is on ice

#132

Post by okhobb »

ryanSrich wrote: post #45
jjcm wrote: post #19

Not only has OpenAI's market share gone down significantly in the last 6mo, Nvidia has been using its newfound liquid funds to train its own family of models[1]. An alliance with OpenAI just makes less sense today than it did 6mo ago. [1] https://blogs.nvidia.com/blog/open-models-data-tools-acceler...

I think there are two things that happened 1. OpenAI bet largely on consumer. Consumers have mostly rejected AI. And in a lot of cases even hate it (can't go on TikTok or Reddit without people calling something slop, or hating on AI generated content). Anthropic on the other hand went all in on B2B and coding. That seems to be the much better market to be in. 2. Sam Altman is profoundly unlikable.

Is CEO likeability a reliable predictor?

Re: The $100B megadeal between OpenAI and Nvidia is on ice

#133

Post by pinnochio »

consumer451 wrote: post #119
ymyms wrote: post #116

Earlier quoted context omitted.

They apparently are working on and are going to release 2(!) different versions of siri. Idk, that just screams "leadership doesn't know what to do and can't make a tough decision" to me. but who knows? maybe two versions of siri is what people will want.

Arena mode! Which reply do you prefer? /s But seriously, would one be for newer phone/tablet models, and one for older?

It sounds like the first one, based on Gemini, will be more a more limited version of the second ("competitive with Gemini 3"). IDK if the second is also based on Gemini, but I'd be surprised if that weren't the case.

Seems like it's more a ramp-up than two completely separate Siri replacements.

Re: The $100B megadeal between OpenAI and Nvidia is on ice

#134

Post by leptons »

amluto wrote: post #129

It’s probably not really related, but this bug and the saga of OpenAI trying and failing to fix it for two weeks is not indicative of a functional company: https://github.com/openai/codex/issues/9253 OTOH, if Anthropic did that to Claude Code, there wasn’t a moderately straightforward workaround, and Anthropic didn’t revert it quickly, it might actually be a risk-the-whole-business issue. Nothing makes people jump sh…

Funny that they can't just get the "AI" to fix it.

Re: The $100B megadeal between OpenAI and Nvidia is on ice

#135

Post by amluto »

system2 wrote: post #87
consumer451 wrote: post #77

Earlier quoted context omitted.

To use the parlance of this thread: "next" foundation models is doing a lot of heavy lifting here. Am I doing this right? My point is, does Apple have any useful foundation models? Last I checked they made a deal with OpenAI, no wait, now with Google.

I think Apple is waiting for the bubble to deflate, then do something different. And they have the ready to use user base to provide what they can make money from.

If they were taking that approach, they would have absolutely first-class integration between AI tools and user data, complete with proper isolation for security and privacy and convenient ways for users to give agents access to the right things. And they would bide their time for the right models to show up at the right price with the right privacy guarantees.

I see no evidence of this happening.

Re: The $100B megadeal between OpenAI and Nvidia is on ice

#136

Post by majormajor »

jordanb wrote: post #103
moomoo11 wrote: post #74

Earlier quoted context omitted.

It’s kind of sad. I can’t believe I used to like him back in the iron man days. Back then I thought he was cool for the various ideas and projects he was working on. I still think many of those are great but he as a person let me down. Now I have him muted on X.

Back then he had a PR firm working for him, getting him cameos and good press. But in 2020 he fired them deciding that his own "radically awesome" personality doesn't need any filtering. Personally I don't think Elon is the worst billionaire, he's just the one dumb enough to not have any PR (since 2020). They're all pretty reprehensible creatures.

Any number of past mega-rich were probably equally nuts and out of touch and reprehensible but they just didn't let people find out. Then Twitter enabled an unfiltered mass-media broadcast of anyone's personal insanity, and certain public figures got addicted and exposed.

There will always be enough people willing to suck up to money that they'll have all the yes-men they need to rationalize it as "it's EVERYONE ELSE who's wrong!"

Re: The $100B megadeal between OpenAI and Nvidia is on ice

#137

Post by cs_sorcerer »

xvector wrote: post #95
bredren wrote: post #72

Earlier quoted context omitted.

How about Apple? How is Apple training its next foundation models?

Apple is sitting this whole thing out. Bizarre.

From a technology standpoint I don’t feel Apple’s core competency is in AI model foundations

Re: The $100B megadeal between OpenAI and Nvidia is on ice

#138

Post by leptons »

jordanb wrote: post #103
moomoo11 wrote: post #74

Earlier quoted context omitted.

It’s kind of sad. I can’t believe I used to like him back in the iron man days. Back then I thought he was cool for the various ideas and projects he was working on. I still think many of those are great but he as a person let me down. Now I have him muted on X.

Back then he had a PR firm working for him, getting him cameos and good press. But in 2020 he fired them deciding that his own "radically awesome" personality doesn't need any filtering. Personally I don't think Elon is the worst billionaire, he's just the one dumb enough to not have any PR (since 2020). They're all pretty reprehensible creatures.

Yeah, Putin is probably the worst billionaire. Elon might be a close second though, or maybe it's a US politician if they actually are a billionaire.

Re: The $100B megadeal between OpenAI and Nvidia is on ice

#140

Post by peyton »

TheRoque wrote: post #70
pinnochio wrote: post #51

Earlier quoted context omitted.

> leaked emails where founders say they just wanna get rich without any consideration of their initial "open" claims Point me to these? Would like to have a look.

Sorry, not leaked emails, but it's the Greg Brockman's diary and leaked texts. I didn't find the original lawsuit documents, but there's a screenshot in this video: https://youtu.be/csybdOY_CQM?si=otx3yn4N26iZoN7L&t=182 (timestamp is 3:02 if you don't see it) There's more details about the behind-the-scenes and greg brockman's diary leaks in this article: https://www.techbuzz.ai/articles/open-ai-lawsuit-exposed-the..…

Literally everyone raising money is just searching for the magic combo of stuff to make it happen. Nobody enjoys raising money. Wouldn’t read that much into this.
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