So quiet on HN you can hear crickets… Chirp chirp
the more people talk the bigger te chance of it bursting so lots of people will just stay mute hoping it is not the time yet.
OpenAI misses revenue, is the AI bubble bursting?
11–20 of 38 posts
Re: OpenAI misses revenue, is the AI bubble bursting?
#12Re: OpenAI misses revenue, is the AI bubble bursting?
#13Re: OpenAI misses revenue, is the AI bubble bursting?
#14Re: OpenAI misses revenue, is the AI bubble bursting?
#15These companies will not be able to keep making large improvements to their models as time goes on. You gotta remember to not be holding the bag when the music stops.
Re: OpenAI misses revenue, is the AI bubble bursting?
#16OpenAI had worse models (GPT 5.2 and 5.4) at that time. But now the tables have turned. Would Anthropic face a similar situation since Opus 4.7 falls below expectations?
Claude and Claude Code are still quite useful even when considering the recent degradations, so I don't think corporate users will leave easily especially considering that they're subsidized by their companies. I think the most likely scenario is that Anthropic will remove the Max ($100 / $200) subscriptions (which were the sweet spot for most users) and opt for token-based prices instead, which will make the average cost 2x ~ 3x higher which will keep them afloat in terms of ROI. Performance will plateau though since model research cannot sustain itself any longer, and then it's only a matter of how fast the open-source Chinese models will catch up in efficiency.
Re: OpenAI misses revenue, is the AI bubble bursting?
#17Is this article really worth sharing? A speculative headline with no numbers, no estimates, 0 data.
Feels like click bait and HN is submitting to the bait.
Re: OpenAI misses revenue, is the AI bubble bursting?
#18OpenAI had worse models (GPT 5.2 and 5.4) at that time. But now the tables have turned. Would Anthropic face a similar situation since Opus 4.7 falls below expectations?
Claude and Claude Code are still quite useful even when considering the recent degradations, so I don't think corporate users will leave easily especially considering that they're subsidized by their companies. I think the most likely scenario is that Anthropic will remove the Max ($100 / $200) subscriptions (which were the sweet spot for most users) and opt for token-based prices instead, which will make the average…
a 2-3x pricing increase will also lose them customers and still they're likely to be bleeding cash like a stuck pig
Re: OpenAI misses revenue, is the AI bubble bursting?
#19Anyone else think OpenAI and Anthropic should really be one company?
crazy idea but how about we force them to become a public entity since their entire product is built on our stolen IP?
Re: OpenAI misses revenue, is the AI bubble bursting?
#20Is this article really worth sharing? A speculative headline with no numbers, no estimates, 0 data. Feels like click bait and HN is submitting to the bait.
Oh you want numbers?
Here’s a number: 3.5
That’s the number of years until we achieve AGI according to Sam Altman: https://techresearchonline.com/news/sam-altman-predicts-agi-...
This company’s current valuation is entirely speculative. So if you’re going to criticize the article, maybe direct some of that skepticism towards the company in question.