121–130 of 620 posts
Earlier quoted context omitted.
Tesla is a car company with relatively small, and shrinking, sales, that is worth $1.5T on the promise of [Elons_Promise_of_the_Month]
You forgot to mention they solved vision based autonomous driving, but I guess that doesn’t matter if Elon = bad
Edit: yes, it is true that many people do integrate directly with OpenAI. That doesn't negate the fact that Openrouter users are largely not using OpenAI.
> The Information had previously reported that $35 billion of Amazon’s investment could be contingent on the company either achieving AGI or making its IPO by the end of the year. OpenAI’s announcement confirms the funding split, but says only that the additional $35 billion will arrive “in the coming months when certain conditions are met.” Incredible.
So basically, Amazon is buying into the IPO at an early price. Maybe this is the time to divest from MSCI world. I don’t want to be the bag holder in the world’s largest pump and dump. It can both be true at the same time: That AI is going to disrupt our world and that Open AI does not have a business model that supports its valuation.
There's this saying that if you owe the bank a million dollars, you have a big problem, but if you owe the bank 100 million dollars, the bank has a big problem. Is the same thing true for corporations? At some point the numbers are so wild the entire economy must help you succeed? I don't mean "too big to fail" exactly, more like "so big eventual success is guaranteed at all costs"
Earlier quoted context omitted.
Did it ever occur to you that an entire generation of developers are going to retire in less than 20 years? They are betting that the software industry will be autonomous. Really, think of our industry like AUV phenomena. We’re the drivers that are about to be shown the door, that’s the bet. World will still need software, lots of it. Their valuation is based on an entire developer-less future world (no labor costs).
OpenAI has all the name recognition (which is worth a couple billion in itself), but when it comes to actual business use cases in the here and now Anthropic seems ahead. Even more so if we are talking about software dev. But they are valued at less than half of OpenAI's valuation What is somewhat justifying OpenAI's valuation is that they are still trying for AGI. They are not just working on models that work here a…
"AGI" is the IPO.
Earlier quoted context omitted.
Tesla is a car company with relatively small, and shrinking, sales, that is worth $1.5T on the promise of [Elons_Promise_of_the_Month]
You forgot to mention they solved vision based autonomous driving, but I guess that doesn’t matter if Elon = bad
https://fortune.com/2026/02/26/tesla-robotaxis-4x-8x-worse-t...
There is not a single OpenAI model in the top 10 on openrouter's ranking page. The market is saying something about the comparative value of OpenAI. Edit: yes, it is true that many people do integrate directly with OpenAI. That doesn't negate the fact that Openrouter users are largely not using OpenAI.
Is it?
At what point are the models going to all be "good enough", with the differentiating factor being everything else, other than model ranking?
That day will come. Not everyone needs a Ferrari.
Edit: I misread the parent, I think they're saying the same thing.
Earlier quoted context omitted.
Did it ever occur to you that an entire generation of developers are going to retire in less than 20 years? They are betting that the software industry will be autonomous. Really, think of our industry like AUV phenomena. We’re the drivers that are about to be shown the door, that’s the bet. World will still need software, lots of it. Their valuation is based on an entire developer-less future world (no labor costs).
OpenAI has all the name recognition (which is worth a couple billion in itself), but when it comes to actual business use cases in the here and now Anthropic seems ahead. Even more so if we are talking about software dev. But they are valued at less than half of OpenAI's valuation What is somewhat justifying OpenAI's valuation is that they are still trying for AGI. They are not just working on models that work here a…
And that's the dealbreaker for me since they've been so adamant on scaling taking them there, while we're all seeing how it's been diminishing returns for a while.
I was worried a few years back with the overwhelming buzz, but my 2017 blogpost is still holding strong. To be fair it did point to ASI where valuation is indeed unlimited, but nowadays the definition of AGI is quite weakened in comparison.. but does that then convey an unlimited valuation?