The OpenAI graveyard: All the deals and products that haven't happened
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Re: The OpenAI graveyard: All the deals and products that haven't happened
#2This is important context in the wake of yesterday’s “raise” announcement. A lot of this stuff seems to just quietly never happen once the ink on the PR puff dries.
The AI industry increasingly looks in scramble mode to keep the hype going as those storm clouds of financial and business reality get darker and darker on the horizon.
Re: The OpenAI graveyard: All the deals and products that haven't happened
#3This is important context in the wake of yesterday’s “raise” announcement. A lot of this stuff seems to just quietly never happen once the ink on the PR puff dries. The AI industry increasingly looks in scramble mode to keep the hype going as those storm clouds of financial and business reality get darker and darker on the horizon.
Anthropic does look healthier, with their enterprise focus. Or am I missing something?
Re: The OpenAI graveyard: All the deals and products that haven't happened
#4This is important context in the wake of yesterday’s “raise” announcement. A lot of this stuff seems to just quietly never happen once the ink on the PR puff dries. The AI industry increasingly looks in scramble mode to keep the hype going as those storm clouds of financial and business reality get darker and darker on the horizon.
sell the roadmap, deliver a sku, sell/comp consulting services on escalations
the silicon valley shuffle, tried & true
Re: The OpenAI graveyard: All the deals and products that haven't happened
#5And if Forbes is reporting this, that means the actual movers and shakers were talking about this months ago.
Re: The OpenAI graveyard: All the deals and products that haven't happened
#6[deleted]
Re: The OpenAI graveyard: All the deals and products that haven't happened
#7This is important context in the wake of yesterday’s “raise” announcement. A lot of this stuff seems to just quietly never happen once the ink on the PR puff dries. The AI industry increasingly looks in scramble mode to keep the hype going as those storm clouds of financial and business reality get darker and darker on the horizon.
Anthropic does look healthier, with their enterprise focus. Or am I missing something?
They nominally come across as a more stable ship with less clouds over its leadership.
However all of the major privately held AI players are struggling to paint a business and financial picture that doesn’t look “terrible” at best and “verge of market moving implosion” at worst.
For now the only thing keeping this all alive is more and more irrational cash being thrown on the pile in the faint hope that something stops the implosion from happening.
Re: The OpenAI graveyard: All the deals and products that haven't happened
#8Has there ever been a period o time where people saw a bubble coming and that we were in one, but it just inexorably refused to pop/drug out this long? This isn’t a rhetorical question, I’m wondering how this period compares to other irrational periods of the economy like railroad fever etc.
Re: The OpenAI graveyard: All the deals and products that haven't happened
#9So is OpenAI on track to overtake Google for discontinuing projects?
Re: The OpenAI graveyard: All the deals and products that haven't happened
#10This is important context in the wake of yesterday’s “raise” announcement. A lot of this stuff seems to just quietly never happen once the ink on the PR puff dries. The AI industry increasingly looks in scramble mode to keep the hype going as those storm clouds of financial and business reality get darker and darker on the horizon.
Anthropic does look healthier, with their enterprise focus. Or am I missing something?
The LLM usage will generate hundreds of billions of dollars in ad revenue, which will be wildly lucrative in terms of margins (not as good as Google search used to be). If GPT is a leader in that, they'll take a sizable share of that pot.
There's a lot more money in being Google -> consumer ads, or Amazon -> consumer ads, or Meta -> consumer ads, than there is in being Anthropic -> enterprise.
Just take a look at the enterprise. Amazon's ad business alone is already a better business than Oracle or SAP or Salesforce, with superior margins, and it's growing faster too.
And of course everybody knows the Google & Meta ad monsters.
The only question remaining is who is going to extract all those LLM ad dollars, how will that break out. Right now it's Gemini and GPT in the obvious lead, with Anthropic in third, and Meta & Grok nowhere to be found (permanent situation for those).