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It's OpenAI's world, we're just living in it

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Re: It's OpenAI's world, we're just living in it

#152

Earlier quoted context omitted.

> OpenAI needs 1 trillion dollars in next four years just to keep existing. More like $115 billion based on your own link. The $1T is a guess based on promises made, far from "needs to spend that much just to exist". Spending $30 billion a year doesn't sound that apocalyptic.

> Spending $30 billion a year doesn't sound that apocalyptic. they have $1000billion in future liabilities. https://www.ft.com/content/5f6f78af-aed9-43a5-8e31-2df7851ce... they have income of about 4billion a half, with a loss of $13bn.

Those numbers still fall way short of $1T and the $4.3b in rev is only the first half of 2025 - they're projecting $12-13b for the year.

I have my own reservations about the company, but there's a pretty real path toward huge revenues and profitability for them that seems pretty obvious to me.

Re: It's OpenAI's world, we're just living in it

#153

The current AI wave has been compared (by sama) to electricity and sometimes transistors. AI is just going to be in all the products. The trillion dollar question is: Do you care what kind of electricity you are using? So, will you care what kind of AI you are using. In the last few interviews with him I have listened to he has said that what he wants is "your ai" that knows you, everywhere that you are. So his game…

>The current AI wave has been compared (by sama) to electricity and sometimes transistors. AI is just going to be in all the products. Sorry, but you have to be beyond thick to believe any of this.

Ya absolutely wild take.

can the world and tech survive fruitfully without AI? yes. can the world and tech survive without electricity and transistors - not really. the modern world would come crashing down if transistors and electricity disappeared overnight. if AI disappeared over night the world might just be a better place.

Re: It's OpenAI's world, we're just living in it

#155

Earlier quoted context omitted.

> OpenAI needs 1 trillion dollars in next four years just to keep existing. More like $115 billion based on your own link. The $1T is a guess based on promises made, far from "needs to spend that much just to exist". Spending $30 billion a year doesn't sound that apocalyptic.

> Spending $30 billion a year doesn't sound that apocalyptic. they have $1000billion in future liabilities. https://www.ft.com/content/5f6f78af-aed9-43a5-8e31-2df7851ce... they have income of about 4billion a half, with a loss of $13bn.

"signed about $1tn in deals" doesn't have to mean you have $1tn in future liabilities. It depends on what deals you've done.

Re: It's OpenAI's world, we're just living in it

#156

Platforms usually deliver significant value that is hard to replicate. OpenAI doesn't have any such thing. It's trivially replaced, and there's many competitors already. OpenAI is ahead of the curve, but they don't seem to have any particular way to do sticky capture. Migrating to a different LLM is an afternoon's work at most, not nearly the complexity of porting an app between OS' or creating a robust hardware driv…

Yeah, I'm extremely loyal to ChatGPT Plus and Codex, but is't because OpenAI has a native Mac app that I like, and Codex included with Plus and has served me well enough to not look at Claude. I like GPT-5 quite a bit as a user. I'll concede none of these are small things - they've had my money for 2+ years - but they're not gigantic advantages either. At an enterprise level however, in the current workload I am deal…

I think their moat is ironically the platform.

Like Apple vs every other computer maker.

Their platform mostly just works. Their api playground and docs are like 100x better than whatever garbage Anthropic has.

I think their UX is way better, and I can have long AF conversations without lagging. I can even change models in the same conversation. Basic shit Anthropic can’t figure out (they can fleece their 20x max subscribers tho)

I think if they get the AI human interface right, they will have their iPhone moment and 10x.

Re: It's OpenAI's world, we're just living in it

#157

Earlier quoted context omitted.

He was wryly communicating, "your argument was so stupid I don't even need to engage with it". In my experience he has a horrible response to criticism. He's right on the AI stuff, but he responds to both legitimate and illegitimate feedback without much thoughtfulness, usually non-sequitur redirect or ad hominem . In his defense though, I expect 97% of feedback he gets is Sam Altman glazers, and he must be tired.

He's right on the AI stuff? How do you figure that? As far as I can tell, OpenAI is still operating. It sounds like you agree with him on the AI stuff, but he could be wrong, just like how he was wrong about remote work. I'm actually more inclined to believe he's wrong if he gets so defensive about criticism. That tells me he's more focused on protecting his ego than actually uncovering the truth.

The fact that OpenAI is still operating and the argument that it is completely unsustainable are not two incompatible things.

Re: It's OpenAI's world, we're just living in it

#158

Platforms usually deliver significant value that is hard to replicate. OpenAI doesn't have any such thing. It's trivially replaced, and there's many competitors already. OpenAI is ahead of the curve, but they don't seem to have any particular way to do sticky capture. Migrating to a different LLM is an afternoon's work at most, not nearly the complexity of porting an app between OS' or creating a robust hardware driv…

Yeah, I'm extremely loyal to ChatGPT Plus and Codex, but is't because OpenAI has a native Mac app that I like, and Codex included with Plus and has served me well enough to not look at Claude. I like GPT-5 quite a bit as a user. I'll concede none of these are small things - they've had my money for 2+ years - but they're not gigantic advantages either. At an enterprise level however, in the current workload I am deal…

Actually, Anthrophic has a Mac app I can use, and I cannot use the OpenAI one.

Re: It's OpenAI's world, we're just living in it

#159
post #150

Earlier quoted context omitted.

Homelessness and world hunger are not bottlenecked by money. There's a stronger case for healthcare, but that's also substantially a political issue.

There's a stronger case for world hunger being bottlenecked than healthcare. World hunger is a logistics problem now, but no amount of money lets you print doctors.

Actually funding education via wealth distribution is a great way of ”printing doctors”.

Re: It's OpenAI's world, we're just living in it

#160

Earlier quoted context omitted.

Yeah, I'm extremely loyal to ChatGPT Plus and Codex, but is't because OpenAI has a native Mac app that I like, and Codex included with Plus and has served me well enough to not look at Claude. I like GPT-5 quite a bit as a user. I'll concede none of these are small things - they've had my money for 2+ years - but they're not gigantic advantages either. At an enterprise level however, in the current workload I am deal…

OpenAI is dynamic for consumer apps. Anthropic seems much better at productizing AI that you can actually build with, while also catering to enterprise in their own productized offerings Also Claude Opus 4.1 runs multidimensional circles around GPT-5 in my view. The only better use case for GPT-5 is when you need it to scrape the web for data

Too bad Anthropic fucks over their 20x max subscribers. Their whole opus usage limit bullshit in favor of sonnet 4.5 which is objectively worse regardless of whatever they say. They clearly want to save money and take our $200.

https://github.com/anthropics/claude-code/issues/8449

I hope they get destroyed in the AI race.

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