> This is not just product simplification. It is a distribution and deployment strategy. iykyk
Are you suggesting this was written by AI?
It's a very frequently used structure by LLMs especially ones writing for LinkedIn.
OpenAI closes funding round at an $852B valuation
161–170 of 529 posts
Re: OpenAI closes funding round at an $852B valuation
#162Earlier quoted context omitted.
that being said, how can Softbank keep throwing around all these astronomical numbers after so many bad investments? Leftover iPhone money?
Most people know Softbank as the company who lost billions on WeWork and not the company who made several more billions on the ARM IPO.
with these swings, I'm not sure how Son-san keeps himself from getting an ulcer
Re: OpenAI closes funding round at an $852B valuation
#163Earlier quoted context omitted.
Anthropic doesn't have anything else other than the Claude models. But notice that no-one , not a single mention of Deepseek tells me that they are preparing to scare everyone again. Which is why Dario continues to scare-monger on local models. Sometimes you do not need hundreds of billions of dollars for inference when it can be done locally with efficient software; and Google proved that. But where is the money in…
Local models just make no economic sense since the GPU will idle 99% of the time.
You have a GPU already (at least an iGPU and an NPU on most newer platforms) as part of your computer, might as well get some use out of it with local inference. And trying to do inference on a larger model with an undersized GPU will have you idling a lot less than 99% - but that still makes a lot of sense for most casual users who will only rarely need a genuine "Pro" class answer from AI. Doing that locally is way less hassle than paying for a subscription or messing with API spend.
Re: OpenAI closes funding round at an $852B valuation
#164Re: OpenAI closes funding round at an $852B valuation
#165Earlier quoted context omitted.
Give me a billion and I'll have 500M of revenue in no time by selling dollars at 50 cents.
Why are we treating OpenAI and Anthropic differently than say, Amazon or Uber? Both companies invested in growth for many years before making a profit. Most tech companies in the last 2-3 decades lost money for years before making a profit. Why are we saying that OpenAI and Anthropic can't do the same?
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Re: OpenAI closes funding round at an $852B valuation
#166[flagged]
Don't know why so many down votes for something that's clearly just another opinion
Re: OpenAI closes funding round at an $852B valuation
#167Earlier quoted context omitted.
Give me a billion and I'll have 500M of revenue in no time by selling dollars at 50 cents.
Why are we treating OpenAI and Anthropic differently than say, Amazon or Uber? Both companies invested in growth for many years before making a profit. Most tech companies in the last 2-3 decades lost money for years before making a profit. Why are we saying that OpenAI and Anthropic can't do the same?
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Re: OpenAI closes funding round at an $852B valuation
#168Earlier quoted context omitted.
Codex and Gemini CLI seem 1-2 months behind Claude Code. They will catch up. This race will eventually be won by whoever can come up with the cheapest compute.
And that's a dangerous game because the cheaper compute gets, the more likely consumers are to self-host rather than pay a subscription.
Not really. Most people won't self host.
Re: OpenAI closes funding round at an $852B valuation
#169Earlier quoted context omitted.
that being said, how can Softbank keep throwing around all these astronomical numbers after so many bad investments? Leftover iPhone money?
They borrowed $40B from JP Morgan. They literally did not have the money otherwise.
also they need to pay back that in one year, so if OpenAI don't IPO this year they are screwed
Re: OpenAI closes funding round at an $852B valuation
#170The only thing that's really accelerating is how fast you get rate-limited on ChatGPT.
The big AI firms are all heavily compute-constrained, so that shouldn't be much of a surprise.