OpenAI's $852B valuation faces investor scrutiny amid strategy shift, FT reports
1–10 of 144 posts
Re: OpenAI's $852B valuation faces investor scrutiny amid strategy shift, FT reports
#2What 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?
Re: OpenAI's $852B valuation faces investor scrutiny amid strategy shift, FT reports
#3What 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?
Re: OpenAI's $852B valuation faces investor scrutiny amid strategy shift, FT reports
#4What 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?
I think it's code for "the government will have to bail them out".
Re: OpenAI's $852B valuation faces investor scrutiny amid strategy shift, FT reports
#5What 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
#6Re: OpenAI's $852B valuation faces investor scrutiny amid strategy shift, FT reports
#7Earlier quoted context omitted.
I think it's code for "the government will have to bail them out".
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.
Re: OpenAI's $852B valuation faces investor scrutiny amid strategy shift, FT reports
#8Claude 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.
Re: OpenAI's $852B valuation faces investor scrutiny amid strategy shift, FT reports
#9> "You have ChatGPT, a 1 billion-user business growing 50-100% a year, what are you doing talking about enterprise and code?" an early backer of OpenAI told FT. "It's a deeply unfocused company."
This is exactly the dynamic I've been worried about.
If you go to OpenAI's site to learn what they're all about, they're pretty clear about it: "ensure that artificial general intelligence benefits all of humanity", "Join us in shaping the future of technology". They think and I agree that ChatGPT is great, but the future of humanity does not depend on precisely how successful this one consumer chatbot is, and so it is not the company's focus. Anyone who understands OpenAI at even a basic level would recognize this, it's neither new nor subtle.
I'm not sure how to avoid the conclusion that OpenAI investors do not understand OpenAI and are just revenue growth junkies.