191–200 of 281 posts
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There’s a strong chance the IPO window has passed. I just don’t see investors willing to jump in here given all the questions about the financial viability of AI. My guess, it has barely started. I think nearly all AI IPOs have done well so far.
What AI IPOs?
One thing odd, maybe just to me, is why OpenAI has been stuffing its ranks with former Facebookers who are known to juice growth, find edges, and keep people addicted. They have little background in getting enterprises to buy into a product. Simo herself ran the Facebook app. That organization’s genius is consumer engagement: behavioral hooks, dopamine loops, the relentless optimization of the feed. You can see that…
I guess ignore the evidence of what I can see? If it provided the value everyone says it does, then charging the amount of what you would generate for ad revenue doesn't seem like a huge ask. But that's not the objective, is it? All the players want to become the defacto AI provider, and they know bait and switch tactics is all they have.
This sentiment comes off as an abusive relationship with the tech industry. Rewarding new ways to define a race to the bottom. We never demand or expect better, just gladly roll over and throw money at your new keeper. It's sad.
ChatGPT seems to have become a LinkedIn lunatic. I just asked Opus and ChatGPT to explain bitonic sort: Opus: Let me build an interactive explainer for bitonic sort (builds diagram/no nonsense) GPT: "This algorithm feels weird but once you see it it clicks" (Emoji) The Core Idea ...; (Emoji) High-Level Flow ...; (Emoji) Superpower ...; (Emoji) Why You Should Care; "If you want, I can: ... (things it wants me to do ne…
The quoted revenue numbers seem insane, but I guess it's the result of corporate deals where every developer seat is hundreds of dollars a month? My job has been publicly promoting who's on top of the "AI use dashboard" while our whole product falls apart. Surely this house of cards has to collapse at some point, better get public money before it does.
The quoted revenue numbers seem insane, but I guess it's the result of corporate deals where every developer seat is hundreds of dollars a month? My job has been publicly promoting who's on top of the "AI use dashboard" while our whole product falls apart. Surely this house of cards has to collapse at some point, better get public money before it does.
At least I’m not alone. My company has a vibe coded leaderboard tracking AI usage. Our token usage and number of lines changed will affect our performance review this year.
The quoted revenue numbers seem insane, but I guess it's the result of corporate deals where every developer seat is hundreds of dollars a month? My job has been publicly promoting who's on top of the "AI use dashboard" while our whole product falls apart. Surely this house of cards has to collapse at some point, better get public money before it does.
I wish there was some sort of community project where engineers could whistleblow about their product falling apart through misguided AI pushes. I see it everywhere in my private circles, I'm not sure the story is truly reaching the big public. I've gone through many many fads and smoke during my career, but this is the first time I'm actually worried about things falling apart.
As you say, I think things are just going to fall apart and we're just going to have to learn the hard way.
Time to jump ship. I have noticed 5.3 in xtra high was a turd today. High used to be enough for most of my use cases. xhigh used to surprise me. Now it's incapable of following the very first instructions. I just hope open source models get as good as last few month's top models before the enshittification has gone too far.
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> There’s a strong chance the IPO window has passed Ha, i'll take the other side of that bet. I'm not sure why you think they couldn't possibly IPO and you don't really specify why in your post. Having been in the capital markets for 20 years, now is one of the better times to IPO and I'd bet that both OpenAI and Anthropic will IPO within 12 months. There are lots of games you can play like releasing a small 10% floa…
I was in the capital markets during the COVID era, focusing on transactions for tech companies. I will take the bet that if OAI tries to IPO it will be WeWork 2.0 x100. Get ready for an even more creative version of “Community adjusted EBITDA” On the real though, I am not sure how a 20yr veteran can say this is the best time for an IPO. Not only is a 10% float still absolutely massive, but the world is extremely unst…
“Nobody got fired for hiring McKinsey” in the PE bros era.
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I’m not privy to their data on what this does to engagement, but intuitively it seems like the extra inference/token cost this incurs doesn’t align with their current model. If they were doing it to API customers, sure, but getting the free or flat-rate customers to use more tokens seems counterproductive.
It juices their "engagement" metrics, which is the drug of choice for investors, right up there with net promoter scores.
I canceled my ChatGPT subscription and jumped to Claude, not for silly political theater, but just because the product was better for professional use. Looking at data from Ramp and others, I’m not alone.
ChatGPT seems to have become a LinkedIn lunatic. I just asked Opus and ChatGPT to explain bitonic sort: Opus: Let me build an interactive explainer for bitonic sort (builds diagram/no nonsense) GPT: "This algorithm feels weird but once you see it it clicks" (Emoji) The Core Idea ...; (Emoji) High-Level Flow ...; (Emoji) Superpower ...; (Emoji) Why You Should Care; "If you want, I can: ... (things it wants me to do ne…
It ignores it half of the time.
I can see why you would want to have something like this in a live weapon system :) ;) (>