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The $100B megadeal between OpenAI and Nvidia is on ice

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121–130 of 309 posts

Re: The $100B megadeal between OpenAI and Nvidia is on ice

#121

Earlier quoted context omitted.

Altman is a consummate liar and manipulator with no moral scruples. I think this LLM business is ethically compromised from the start, but Dario is easily the least worst of the three.

Darío unsettles me the most, he kinda reminds me of SBF, I wouldn’t be surprised if, well they’re all bad its to stack rank them.

He and SBF are both big into effective altruism, and SBF gave Anthropic their seed funding, so yeah, that checks out.

Re: The $100B megadeal between OpenAI and Nvidia is on ice

#124
post #57

Earlier quoted context omitted.

It is starting to become clear to more and more people that Sam is a dyed in the wool True Believer in AGI. While it's obvious in hindsight that OpenAI would never have gotten anywhere if he wasn't, seeing it so starkly is really rubbing a lot of people the wrong way.

Advertising Generated Income?

Damm this is smart. I like it

Re: The $100B megadeal between OpenAI and Nvidia is on ice

#127

OpenAI is too important to run out of cash. The gov will make companies invest.

Important for what? Google and anthropic's models are already better, and google actually makes money, and both are US companies. What strategic relevance is there to Open AI?

Re: The $100B megadeal between OpenAI and Nvidia is on ice

#128
post #19

Not only has OpenAI's market share gone down significantly in the last 6mo, Nvidia has been using its newfound liquid funds to train its own family of models[1]. An alliance with OpenAI just makes less sense today than it did 6mo ago. [1] https://blogs.nvidia.com/blog/open-models-data-tools-acceler...

I think there are two things that happened 1. OpenAI bet largely on consumer. Consumers have mostly rejected AI. And in a lot of cases even hate it (can't go on TikTok or Reddit without people calling something slop, or hating on AI generated content). Anthropic on the other hand went all in on B2B and coding. That seems to be the much better market to be in. 2. Sam Altman is profoundly unlikable.

Instead of anecdotes about “what you saw on TikTok and Reddit”, it’s really not that hard to lookup how many paid users ChatGPT has.

Besides OpenAI was never going to recoup the billions of dollars based on advertising or $20/month subscriptions

Re: The $100B megadeal between OpenAI and Nvidia is on ice

#129
It’s probably not really related, but this bug and the saga of OpenAI trying and failing to fix it for two weeks is not indicative of a functional company:

https://github.com/openai/codex/issues/9253

OTOH, if Anthropic did that to Claude Code, there wasn’t a moderately straightforward workaround, and Anthropic didn’t revert it quickly, it might actually be a risk-the-whole-business issue. Nothing makes people jump ship quite like the ship refusing to go anywhere for weeks while the skipper fumbles around and keeps claiming to have fixed the engines.

Also, the fact that it’s not major news that most business users cannot log in to the agent CLI for two weeks running is not major news suggests that OpenAI has rather less developer traction than they would like. (Personal users are fine. Users who are running locally on an X11-compatible distro and thus have DISPLAY set are okay because the new behavior doesn’t trigger. It kind of seems like everyone else gets nonsense errors out of the login flow with precise failures that change every couple days while OpenAI fixes yet another bug.)

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