Hacker News Board Hacker News, browsed like a classic message board
Live data from Hacker News

OpenAI Misses Key Revenue, User Targets in High-Stakes Sprint Toward IPO

wsj.com

Post reply on HN
Print view View original

21–23 of 23 posts

Re: OpenAI Misses Key Revenue, User Targets in High-Stakes Sprint Toward IPO

#21

Post by kloop »

twoodfin wrote: post #14

Why isn’t the obvious story right? Anthropic is capturing exploding enterprise demand via their agentic tools, OpenAI is failing (relatively) to do so. They’re stuck trying to squeeze more $$ out of consumer chatbots that have reached the second knee of the S-curve.

That doesn't seem like the obvious story to me. Normies and even most (non-tech) companies don't really know the difference between chatgpt and claude yet. And they generally don't have opinions or ideas on agentic X.

The obvious story seems to be that OpenAI was reckless and got way ahead of their revenue assuming it would keep hockey-sticking

Re: OpenAI Misses Key Revenue, User Targets in High-Stakes Sprint Toward IPO

#22

Post by nextaccountic »

therobots927 wrote: post #20
etempleton wrote: post #19

Earlier quoted context omitted.

I am sure buying OpenAI would be the thing that does it.

It certainly won’t help. And I’m not just saying the headline “US bails out OpenAI for $850B” will cost them support. The programs they cut to fund said purchase will cost them support. And that’s assuming they can even pull this off by November, because if the democrats take back the house and senate it’s game over. They won’t have time to fund the purchase with corporate tax breaks. At any time dems may be able to…

> The programs they cut to fund said purchase will cost them support.

They want to cut those programs anyway, it's a win/win.

The Iran war is probably going to cost $1T or more (it's ranging from $1B/day to $2B/day already), so it's going to be more costly than this hypothetical OpenAI bailout. The Republican base doesn't care.

Post reply on HN