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OpenAI demand sinks on secondary market as Anthropic runs hot

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Re: OpenAI demand sinks on secondary market as Anthropic runs hot

#11

Post by bayarearefugee »

johnwheeler wrote: post #3
ForHackernews wrote: post #2

OpenAI increasingly looking like the Kozmo.com of the AI bubble.

That's what happens when you're so untrustworthy as Sam Altman. This is coming to roost now. Ever since Paul Graham even said he'll get whatever he wants by any means necessary, basically. And then his board turns on him. He's a constant liar.

I wish being untrustworthy and being unsuccessful were linked in this way, but sadly they are not.

Altman's untrustworthiness goes all the way back to Loopt and Paul Graham's comments about him were meant as praise, not criticism.

OpenAI's problem is that in addition to Altman being untrustworthy he has also just been flailing in terms of focus.

Re: OpenAI demand sinks on secondary market as Anthropic runs hot

#12

Post by [deleted] »

lacunary wrote: post #7
baal80spam wrote: post #4

Earlier quoted context omitted.

Something I don't quite understand is why software developers are flocking to CC - product of a company whose CEO literally said they will be out of job because of it.

ostrich, meet sand. I mean, have you tried CC? It's fun to build stuff with it. I think developers that don't use it (or something like it) will be out of a job, yes (unless they're very niche).

[deleted]

Re: OpenAI demand sinks on secondary market as Anthropic runs hot

#13

Post by yalogin »

I don’t know why anyone would want to invest in OpenAI on the open market. They are wildly over priced, very much in the red, don’t have the momentum at this time. Their pitch is “trust us even though we are losing money every quarter we are building the user moat”. That is not their strength at this point. Llms have shown they are $ hungry and only enterprises have a proper use case for them. As evident from anthropic, even the $20 per month is not enough to sustain the token usage as they put limits. So OpenAI is far away in that race and their enterprise adoption is just chat, which is barely useful. So not sure what their pitch or near term target should be. Oh don’t forget they are also pushing on hardware and robots which are also huge cash sinks

Re: OpenAI demand sinks on secondary market as Anthropic runs hot

#14

Post by sd9 »

baal80spam wrote: post #4
johnwheeler wrote: post #3

Earlier quoted context omitted.

That's what happens when you're so untrustworthy as Sam Altman. This is coming to roost now. Ever since Paul Graham even said he'll get whatever he wants by any means necessary, basically. And then his board turns on him. He's a constant liar.

Something I don't quite understand is why software developers are flocking to CC - product of a company whose CEO literally said they will be out of job because of it.

Because whether I use it or not doesn’t affect the fact that it’s going to take my job. It’s still the easiest way to get things done today.

Re: OpenAI demand sinks on secondary market as Anthropic runs hot

#15

Post by kelseyfrog »

noosphr wrote: post #9
johnwheeler wrote: post #3

Earlier quoted context omitted.

That's what happens when you're so untrustworthy as Sam Altman. This is coming to roost now. Ever since Paul Graham even said he'll get whatever he wants by any means necessary, basically. And then his board turns on him. He's a constant liar.

People don't know who Dario is yet. Sam looks like a used car sales man. Dario looks like he'd hand out coolaid at Jonestown.

As long as it means Sam doesn't get another dollar from me. What's the flavor?

Re: OpenAI demand sinks on secondary market as Anthropic runs hot

#16

Post by bayarearefugee »

baal80spam wrote: post #4
johnwheeler wrote: post #3

Earlier quoted context omitted.

That's what happens when you're so untrustworthy as Sam Altman. This is coming to roost now. Ever since Paul Graham even said he'll get whatever he wants by any means necessary, basically. And then his board turns on him. He's a constant liar.

Something I don't quite understand is why software developers are flocking to CC - product of a company whose CEO literally said they will be out of job because of it.

I am a software developer that believes LLMs will ruin the market for us in terms of destroying a lot (not all, but more than enough to be devestating) jobs and depressing wages, but I still have no real option but to use them to remain relevant for now.

That said, I dont have a horse in the race and have used all the available options and find it very easy to switch among them, so I'm not a specific booster of Claude Code or any other option.

Re: OpenAI demand sinks on secondary market as Anthropic runs hot

#17

Post by harmonic18374 »

yalogin wrote: post #13

I don’t know why anyone would want to invest in OpenAI on the open market. They are wildly over priced, very much in the red, don’t have the momentum at this time. Their pitch is “trust us even though we are losing money every quarter we are building the user moat”. That is not their strength at this point. Llms have shown they are $ hungry and only enterprises have a proper use case for them. As evident from anthrop…

Yes, most of their top talent has left, except for Jakub. The top researchers I know have no interest in the company.

Re: OpenAI demand sinks on secondary market as Anthropic runs hot

#19

Post by sd9 »

johnwheeler wrote: post #3
ForHackernews wrote: post #2

OpenAI increasingly looking like the Kozmo.com of the AI bubble.

That's what happens when you're so untrustworthy as Sam Altman. This is coming to roost now. Ever since Paul Graham even said he'll get whatever he wants by any means necessary, basically. And then his board turns on him. He's a constant liar.

It’s just because ChatGPT is worse than Claude as of today. If that flipped, which is probably will at some point, if only temporarily, OpenAI will be back on top. Unfortunately it has nothing to do with Altman’s morals.

Re: OpenAI demand sinks on secondary market as Anthropic runs hot

#20

Post by achierius »

kelseyfrog wrote: post #15
noosphr wrote: post #9

Earlier quoted context omitted.

People don't know who Dario is yet. Sam looks like a used car sales man. Dario looks like he'd hand out coolaid at Jonestown.

As long as it means Sam doesn't get another dollar from me. What's the flavor?

Death
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