171–180 of 309 posts
This video that breaks down the crazy financial positions of all the AI companies and how they are all involved with one called CoreWeave (who could easily bring the whole thing tumbling down) is fascinating: https://youtu.be/arU9Lvu5Kc0?si=GWTJsXtGkuh5xrY0
Earlier quoted context omitted.
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.
#2 cannot be understated
Earlier quoted context omitted.
Not extreme? Have you seen his interviews? I guess his wording and delivery are not extreme, but if you really listen to what he's saying, it's kinda nuts.
I understand what GP is saying in the sense that, yes, on an objective scale, what Sam is saying is absolutely and completely nuts... but on a relative scale he's just hyping his startup. Relative to the scale he's at, it’s no worse than the average support tool startup founder claiming they will defeat Salesforce, for example.
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?
Earlier quoted context omitted.
some people are so determined to be positive about AI that at some point it just comes across like they’re getting paid to be
There are quite a lot of posts like that. Just a bit too eager. Proselytising as if AI is a religion.
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...
All these giant non-binding investment announcements are just a massive confidence scam.
For example, Amazon isn’t able to train its own models so it hedges by investing in Anthropic and OpenAI. Oracle, same with OpenAI deal. Nvidia wants to stay in OpenAI and Anthropic’s tech stack.
It’s all jockeying for position.
Many of us predicted OpenAIs insistence that the model was the product was the wrong path. The tools on top of the models are the path and people building things faster is the value.
Those without models are hugely vulnerable to sudden rug pulls.
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…
Many of us predicted OpenAIs insistence that the model was the product was the wrong path. The tools on top of the models are the path and people building things faster is the value.
The model is the product. OpenAI themselves also build products on top of their models. Those without models are hugely vulnerable to sudden rug pulls.
They’re never gonna recover their investment and eventually their partners will run away.
The GPT models are not a moat.