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OpenAI misses revenue, is the AI bubble bursting?

cnbc.com

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Re: OpenAI misses revenue, is the AI bubble bursting?

#21

Post by threepts »

cyber_kinetist wrote: post #16
9fwfj9r wrote: post #10

OpenAI had worse models (GPT 5.2 and 5.4) at that time. But now the tables have turned. Would Anthropic face a similar situation since Opus 4.7 falls below expectations?

Claude and Claude Code are still quite useful even when considering the recent degradations, so I don't think corporate users will leave easily especially considering that they're subsidized by their companies. I think the most likely scenario is that Anthropic will remove the Max ($100 / $200) subscriptions (which were the sweet spot for most users) and opt for token-based prices instead, which will make the average…

Increasing cost will only make people embrace competitor or open source models.

Re: OpenAI misses revenue, is the AI bubble bursting?

#23

Post by tedd4u »

This CNBC article is based on a Wall Street Journal article.

https://archive.ph/mTiIs

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

The company’s CFO and board have questioned the wisdom of massive data-center spending in the face of slowing growth

Re: OpenAI misses revenue, is the AI bubble bursting?

#25

Post by nullsmack »

The Dot Com bubble burst and it didn't materially affect anything. Some of the things that failed then even came back later. Buying stuff online ate retail, sadly enough. Some dumb business plans went away, but the core of the commercial web never did. There's an idea, mostly from the anti-AI folks, that AI will magically "go away" once the bubble finally bursts and I hate to burst any more bubbles here but AI isn't going back in the bottle. For better or worse.

Re: OpenAI misses revenue, is the AI bubble bursting?

#26

Post by unrelat3d »

tedd4u wrote: post #23

This CNBC article is based on a Wall Street Journal article. https://archive.ph/mTiIs OpenAI Misses Key Revenue, User Targets in High-Stakes Sprint Toward IPO By Berber Jin The company’s CFO and board have questioned the wisdom of massive data-center spending in the face of slowing growth

Ah that explains handing models over to AWS to run in their data centers

Re: OpenAI misses revenue, is the AI bubble bursting?

#27

Post by ugyyy »

brazukadev wrote: post #11
therobots927 wrote: post #2

So quiet on HN you can hear crickets… Chirp chirp

the more people talk the bigger te chance of it bursting so lots of people will just stay mute hoping it is not the time yet.

The tide turned the past 2 months. Hype is fading away. This place was really unbearable back then, it’s not so bad now.

Re: OpenAI misses revenue, is the AI bubble bursting?

#28

Post by brazukadev »

whinvik wrote: post #17

Is this article really worth sharing? A speculative headline with no numbers, no estimates, 0 data. Feels like click bait and HN is submitting to the bait.

You don't need numbers when the person responsible for the numbers says they are bad.

Re: OpenAI misses revenue, is the AI bubble bursting?

#30

Post by ChildOfChaos »

nullsmack wrote: post #25

The Dot Com bubble burst and it didn't materially affect anything. Some of the things that failed then even came back later. Buying stuff online ate retail, sadly enough. Some dumb business plans went away, but the core of the commercial web never did. There's an idea, mostly from the anti-AI folks, that AI will magically "go away" once the bubble finally bursts and I hate to burst any more bubbles here but AI isn't…

Yeah exactly. It’s pretty certain that the AI bubble will burst. A few companies will have a hard time and disappear. For everyone else though, this will just be headlines in the news and AI will continue as it was.
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