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The OpenAI graveyard: All the deals and products that haven't happened

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Re: The OpenAI graveyard: All the deals and products that haven't happened

#202
post #143

Earlier quoted context omitted.

Sora was losing 15M a day and it was running at least 3 months, so that's a total 1.3 Billion. That's a pretty expensive experiment. It sounds like a company with lots of VC to burn and no discipline. Even Jensen Huang accused them of lack of discipline in business approach.

Do you have a source for any of this? I’d previously heard 1M a day.

https://www.forbes.com/sites/phoebeliu/2025/11/10/openai-spe...

Re: The OpenAI graveyard: All the deals and products that haven't happened

#203

Earlier quoted context omitted.

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.

I’ll cheer for the failure of anything Altman does, and I’m not usually so antagonistic to a CEO.

If they spin-off Codex, I’ll buy; but would never fund anything where he’s involved. My .02

Re: The OpenAI graveyard: All the deals and products that haven't happened

#204

Earlier quoted context omitted.

Did you really mean to say 4.5? Gpt 4.5 used to cost $75/$150 per million tokens input/output. And it did not even seem to be that good to justify that. I would not expect many people were using it, and I doubt that "expanding to india" was what killed it (if it was that useful/popular they would have kept the api, or keep it for higher end subscriptions). If anything it should have been no1 in the "openAI graveyard"…

India in this context is a synecdoche for scaling consumer vs Anthropic's more enterprise-y route, but yes that's pretty much why we didn't get 4.5 with reasoning. Without reasoning, 4.5 had no future. From Sam Altman himself: > We had this big GPU crunch. We could go make another giant model. We could go make that, and a lot of people would want to use it, and we would disappoint them. And so we said, let’s make a r…

This all sounds like pure speculation to me. GPT4.5 was ok but not spectacular. The whole marketing was based on "vibes" and how interacting with it "felt more natural" etc. If there was actual use case for this model, I do not see why it would not be just offered for higher end subscriptions or through API. Other expensive models at the time, eg o1/o3 pro, were not served in the free tier, but only in paid subscriptions and apis, but that one did have use cases, so they did keep it at the time, until they prob took a more unified approach with their models. So I do not see why they could not have done something similar with 4.5 if it was an actually good model.

And I am not sure that Altmat's statements are worth taking into account. His statements are more about marketing and turning things in his favour rather than speaking the truth.

Re: The OpenAI graveyard: All the deals and products that haven't happened

#205

Earlier quoted context omitted.

A counterpoint is that there are many products with significant usage that fail or never attempt advertising monetization. They just increase the cost of the product.

Such as?

I apologize, but I thought it was self-evident. The majority of enterprise professional software.

I would argue that comparing OpenAI to social media companies is an awful comparison. A much better comparison would be to Microsoft Office.

Re: The OpenAI graveyard: All the deals and products that haven't happened

#206

Earlier quoted context omitted.

Such as?

I apologize, but I thought it was self-evident. The majority of enterprise professional software. I would argue that comparing OpenAI to social media companies is an awful comparison. A much better comparison would be to Microsoft Office.

I thought we were talking about search or social media companies failing to capitalize on advertising which I haven't seen. OpenAI is much closer to Google than it is to Office.

Re: The OpenAI graveyard: All the deals and products that haven't happened

#207

Earlier quoted context omitted.

I apologize, but I thought it was self-evident. The majority of enterprise professional software. I would argue that comparing OpenAI to social media companies is an awful comparison. A much better comparison would be to Microsoft Office.

I thought we were talking about search or social media companies failing to capitalize on advertising which I haven't seen. OpenAI is much closer to Google than it is to Office.

I could see that argument, but the economics of the two are so different. I just don't see how using an LLM can be sustainable for search, but could see it as an enterprise model.

Re: The OpenAI graveyard: All the deals and products that haven't happened

#208

Earlier quoted context omitted.

I thought we were talking about search or social media companies failing to capitalize on advertising which I haven't seen. OpenAI is much closer to Google than it is to Office.

I could see that argument, but the economics of the two are so different. I just don't see how using an LLM can be sustainable for search, but could see it as an enterprise model.

What do you mean not sustainable for search? OpenAI is eating Google's lunch forcing them to put in LLMs on Google. I personally don't use traditional search anymore, it's all through LLMs. Meanwhile everyone hates Microsoft Office LLMs.
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