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

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

#141

Post by viraptor »

leptons wrote: post #134
amluto wrote: post #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 sh…

Funny that they can't just get the "AI" to fix it.

You still need to get engineers to actually dispatch that work, test it, possibly update the backend. Each of those can be already done via AI, but actually doing that in a large environment - we're not there yet.

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

#142

Post by trhway »

amluto wrote: post #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 sh…

I don't know what you're so surprised about. The ticket reads like any other typical [Big] enterprise ticket. UI works, headless - not (headless is what only hackers use, so not a priority, etc.) Oh, found the support guy who knows what headless is and the doc page with a number of workarounds. There is even ssh tunnel (how is that made in into enterprise docs?!) and the classic - copy logged in credentials from UI machine once you logged in there. Bla-bla-bla and again classic:

"Root Cause

The backend enforces an Enterprise-only entitlement for codex_device_code_auth on POST /backend-api/accounts/{account_id}/beta_features. Your account is on the Team plan, so the server rejects the toggle with {"detail":"Enterprise plan required."} "

and so on and so forth. At any given day i have several such long-term tickets that get ultimately escalated to me (i'm in dev and usually the guy who would pull the page with ssh tunnel or credentials copying :)

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

#143

Post by peyton »

chihuahua wrote: post #98
pinnochio wrote: post #58

Earlier quoted context omitted.

All the manipulation and lying that got him fired.

He is a pretty interesting case. According to the book "Empire of AI" about OpenAI, he lies constantly, even about things that are too trivial to matter. So it may be part of some compulsive behavior. And when two people want different things from him, he "resolves" the conflict by agreeing with each of them separately, and then each assumes they got what they wanted, until they talk to the other person and find out…

Sounds like when people are politicking he just takes a “whatever” approach haha. That seems reasonable.

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

#144

Post by pinnochio »

peyton wrote: post #143
chihuahua wrote: post #98

Earlier quoted context omitted.

He is a pretty interesting case. According to the book "Empire of AI" about OpenAI, he lies constantly, even about things that are too trivial to matter. So it may be part of some compulsive behavior. And when two people want different things from him, he "resolves" the conflict by agreeing with each of them separately, and then each assumes they got what they wanted, until they talk to the other person and find out…

Sounds like when people are politicking he just takes a “whatever” approach haha. That seems reasonable.

No, that's not what he's doing.

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

#146

Post by amluto »

trhway wrote: post #142
amluto wrote: post #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 sh…

I don't know what you're so surprised about. The ticket reads like any other typical [Big] enterprise ticket. UI works, headless - not (headless is what only hackers use, so not a priority, etc.) Oh, found the support guy who knows what headless is and the doc page with a number of workarounds. There is even ssh tunnel (how is that made in into enterprise docs?!) and the classic - copy logged in credentials from UI m…

Sort of?

The backstory here is that codex-rs (OpenAI’s CLI agent harness) launched an actual headless login mechanism, just like Claude Code has had forever. And it didn’t work, from day one. And they can’t be bothered to revert it for some reason.

Sure, big enterprises are inept. But this tool is fundamentally a command line tool. It runs in a terminal. It’s their answer to one of their top two competitors’ flagship product. For a company that is in some kind of code red, the fact that they cannot get their ducks in a row to fix it is not a good sign.

Keep in mind that OpenAI is a young company. They should have have a thicket of ancient garbage to wade through to fix this — it’s not as if this is some complex Active Directory issue that no one knows how to fix because the design is 30-40 years old and supports layers and layers of legacy garbage.

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

#148

Post by ulfw »

jjcm wrote: 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...

And the whole AI craze is becoming nothing but a commodity business where all kinds of models are popping in and out, one better this update, the other better the next update etc. In short - they're basically indistinguishable for the average layman.

Commodity businesses are price chasers. That's the only thing to compete on when product offerings are similar enough. AI valuations are not setup for this. AI Valuations are for 'winner takes all' implications. These are clearly now falling apart.

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

#150

Post by vessenes »

xvector wrote: post #95
bredren wrote: post #72

Earlier quoted context omitted.

How about Apple? How is Apple training its next foundation models?

Apple is sitting this whole thing out. Bizarre.

I mean, they tried. They just tried and failed. It may work out for them, though — two years ago it looked like lift-off was likely, or at least possible, so having a frontier model was existential. Today it looks like you might be able to save many billions by being a fast follower. I wouldn’t be surprised if the lift-off narrative comes back around though; we still have maybe a decade until we really understand the best business model for LLMs and their siblings.
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