Why sunset sora instead of raising the price 100x?
The OpenAI graveyard: All the deals and products that haven't happened
171–180 of 208 posts
Re: The OpenAI graveyard: All the deals and products that haven't happened
#172Why sunset sora instead of raising the price 100x?
Because to watch usage go to zero while charging what it actually costs to successfully run the service would immediately liquify the slow moving quicksand investors are currently standing in.
Re: The OpenAI graveyard: All the deals and products that haven't happened
#173Lots of critiques here! Something missing in this discussion is people asking _why_ it is that they're doing this. The people who work there aren't stupid! I think this is a disconnect between people who think that large companies are static entities with established products vs. large companies that still operate like a startup and are trying to grow. When you're building your business from $0 in revenue, you don't…
I'm not sure your criticism is quite fair. I think everyone here is willing to cut more slack to the underdog. But when your company represents an outsized chunk of the digital economy and employs 10k+ people, and only then says "sooo, let's try to build some sort of a profitable product here", I can see why people are rolling their eyes. OpenAI also burned a lot of goodwill by pretending to be a nonprofit foundation…
And literally boasted how it was going to obsolete white collar workers. Like of course most people are cheering for its failure.
Re: The OpenAI graveyard: All the deals and products that haven't happened
#174Earlier quoted context omitted.
absolutely not the case. there isn’t a single nerve in human brains that goes “oh imma tolerate ads cause this shit’s free but if I pay a few bucks no way” - if the product you use has utility to you, you will tolerate ads provided no other acceptable alternative. not to tell you something you don’t already know but anthropic is getting ads, eventually, it is a given. so while today you may have an alternative (argua…
Anthropic is already an ad - for Anthropic. The uniquely "friendly" personality of their user-facing AI chatbot is far from accidental.
hm not sure I follow - the anthropic is selling itself to users that are already using it by being friendly to the users?
Re: The OpenAI graveyard: All the deals and products that haven't happened
#175Earlier quoted context omitted.
I'm not the person you replied to but I'm wondering which Google AI product you are referring to that you use for search which is so excellent that you need someone to find for you an example of it failing? I think Google has several ai products with search features? Which one in your experience "seems correct"? I'm fascinated because I've never found any LLM to be particularly error free at search.
Google.com with the AI overview or whatever they call it now. It seems to source web page information for grounding so it's reasonably correct and doesn't hallucinate recently at least.
I played around with it and its better than it used to be but if you ask it something like
"Whats the name of the third book in the peripheral trilogy going to be" it just regurgitates some dumb reddit comment by someone who seems to be making things up.
There's no actual title that has been announced and the reddit post was not a reasonable bit of speculation.
The problem with these LLMs is they rarely say "the search results were not credible no response can be provided."
Re: The OpenAI graveyard: All the deals and products that haven't happened
#176Lots of critiques here! Something missing in this discussion is people asking _why_ it is that they're doing this. The people who work there aren't stupid! I think this is a disconnect between people who think that large companies are static entities with established products vs. large companies that still operate like a startup and are trying to grow. When you're building your business from $0 in revenue, you don't…
Enron employed a lot of smart people too. So did Bear Stearns. Smart people given bad incentives can create huge messes.
Re: The OpenAI graveyard: All the deals and products that haven't happened
#177Earlier quoted context omitted.
Anthropic does look healthier, with their enterprise focus. Or am I missing something?
> healthier Correct. As compared to other AI companies. Tangible product, specific market segment and stable user base. But whether it is worth a trillion dollars (like some of the peers are pretending to be) is yet to be seen. A lot of companies are using Anthropic products, but whether the spend is worth it, is also yet to be seen. A more realistic end state for Anthropic would be that they’d enterprise customers,…
Yeah TCO on AI is the big hazy uncertainty that a lot of large firms are still waiting on firmer numbers on before they really adopt. And in the nature of things we can't get TCO numbers for another year or so.
Re: The OpenAI graveyard: All the deals and products that haven't happened
#178Earlier quoted context omitted.
Anthropic does look healthier, with their enterprise focus. Or am I missing something?
The LLM usage will generate hundreds of billions of dollars in ad revenue, which will be wildly lucrative in terms of margins (not as good as Google search used to be). If GPT is a leader in that, they'll take a sizable share of that pot. There's a lot more money in being Google -> consumer ads, or Amazon -> consumer ads, or Meta -> consumer ads, than there is in being Anthropic -> enterprise. Just take a look at the…
It will not be lucrative if the hundreds of billions of dollars in ad revenue cost the providers trillions in compute. That's still the big question.
Re: The OpenAI graveyard: All the deals and products that haven't happened
#179My guess is Sam Altman is a better VC than CEO. Better at hype, networking, fund raising, and back room political hijinks than shipping a focused product He seems to be trying to take almost a "venture studio" approach by throwing shit at the wall, but the problem with these things is always that the "internal startups" are "founded" by people who don't have enough incentive or control over their product to perform a…
What he would be truly amazing at is shitcoin rug-pulling.
He tried and messed that up too
Re: The OpenAI graveyard: All the deals and products that haven't happened
#180Has there ever been a period o time where people saw a bubble coming and that we were in one, but it just inexorably refused to pop/drug out this long? This isn’t a rhetorical question, I’m wondering how this period compares to other irrational periods of the economy like railroad fever etc.
In my lifetime: S&Ls, .com's, housing, and NFTs.