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OpenAI's $852B valuation faces investor scrutiny amid strategy shift, FT reports

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Re: OpenAI's $852B valuation faces investor scrutiny amid strategy shift, FT reports

#21
post #2

What happens if OpenAI collapses at this point? Is it just too big to fail given defense contracts and Microsoft? The Sora sunsetting marked a big shift towards enterprise focus and meeting Anthropic on the enterprise battlefield, but almost all engineers I work with or know are using Claude at this point exclusively. Anyone seeing differently?

> too big to fail genuine question, what do you think these words mean?

[dead]

Re: OpenAI's $852B valuation faces investor scrutiny amid strategy shift, FT reports

#23
post #7

Earlier quoted context omitted.

Seems like Sam was angling for that with some of his China vs USA rhetoric

Why would they need a bail out? Their assets can be sold off, they can be taken over or be absorbed by another American entity. Absolutely no reason for a bail out. It may hurt the ego of Altman and Brockman - but that's their problem.

[deleted]

Re: OpenAI's $852B valuation faces investor scrutiny amid strategy shift, FT reports

#24
post #2

What happens if OpenAI collapses at this point? Is it just too big to fail given defense contracts and Microsoft? The Sora sunsetting marked a big shift towards enterprise focus and meeting Anthropic on the enterprise battlefield, but almost all engineers I work with or know are using Claude at this point exclusively. Anyone seeing differently?

Nothing of note would happen if OpenAI collapsed. The same prompts will work with claude or gemini and the outputs will be good enough.

I've also noted that 90% of technical users I encounter are on claude or mostly-claude via cursor (switching models here-and-there).

Re: OpenAI's $852B valuation faces investor scrutiny amid strategy shift, FT reports

#25
post #2

What happens if OpenAI collapses at this point? Is it just too big to fail given defense contracts and Microsoft? The Sora sunsetting marked a big shift towards enterprise focus and meeting Anthropic on the enterprise battlefield, but almost all engineers I work with or know are using Claude at this point exclusively. Anyone seeing differently?

Claude Code definitely has a head start, but there have been a few HN posts about a perceived nerfing of the intelligence and settings in the past month or so. Codex could capitalize on that weakness. They just introduced a $100 monthly 5x plan so they are at parity with the Claude Code plans. If Anthropic fiddles too much more with the settings then people will start to switch to Codex.

Re: OpenAI's $852B valuation faces investor scrutiny amid strategy shift, FT reports

#26
post #17

Claude Code is extremely easy to set up and use. I suspect its saturation among software professionals is at the majority of the addressable market. What if there are no other killer apps for Enterprise? Only CC will produce the level of token churn that could drive huge profits for model providers. The Enterprise market is not as substantial as the rapid success of CC makes seem.

Missing the Claude Code market was the biggest swing and miss ever. Too busy trying to make TikTok for preteens with $4/generation videos that lost their novelty the minute IP was off the table. Didn't even identify the professional market in video was the correct place to invest, like Kling and ByteDance did. Chasing consumer killed their ascendency. Sam is a ruthless leader and knows how to build an empire, but he'…

They get exactly what they deserve imo.

Its pretty embarassing how they have blown the lead. Instead of finding a pathway toward selling tokens in volume (software production) they spread themselves thin and tried to hype up research, sora, web browser... blah blah.

Again - they get what they deserve.

Re: OpenAI's $852B valuation faces investor scrutiny amid strategy shift, FT reports

#28
post #2

What happens if OpenAI collapses at this point? Is it just too big to fail given defense contracts and Microsoft? The Sora sunsetting marked a big shift towards enterprise focus and meeting Anthropic on the enterprise battlefield, but almost all engineers I work with or know are using Claude at this point exclusively. Anyone seeing differently?

> Anyone seeing differently? There have been a stream of HN posts (I'm noticed this mainly in the past few weeks) implying some people prefer ChatGPT/Codex to Claude. Anecdotally, Claude on the $20/month plan can only run 1-3 queries per 4 hours before rate limiting, often stopping in the middle of a query. ChatGPT/Codex doesn't have this problem.

What the hell kind of queries are you running? I use Claude Pro all the time for asking questions, doing data analysis, writing side projects, and I very rarely get rate limited.

I use Claude Max 20x at work and I rarely hit 10% session utilization, which implies even using Claude to write code all day only uses 2x the Pro token limit.

Are you just telling it to try again when you get a response you don't like?

Re: OpenAI's $852B valuation faces investor scrutiny amid strategy shift, FT reports

#29
As someone working in the enterprise space with OAI, this still feels like we're in the top of the first inning.

Many teams remain anchored on equating AI with chat experiences, while a growing share of enterprise value is emerging from leasing compute clusters to run agentic workloads in containerized environments.

OpenAI has built a cloud-first architecture that supports this model. The desktop experience and applications are sexy, but enterprise usage will likely skew heavily toward asynchronous, background processing.

Re: OpenAI's $852B valuation faces investor scrutiny amid strategy shift, FT reports

#30
"You have ChatGPT, a 1 billion-user business growing 50-100% a year, what are you doing talking about enterprise and code?"

The ironic part about this is GPT models are by far the worst models to chat too.

I think I rather talk to a wall than GPT-5.4. It so unpleasant. I feel bad for anyone who only experience with AI is ChatGPT.

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