The OpenAI graveyard: All the deals and products that haven't happened
201–208 of 208 posts
Re: The OpenAI graveyard: All the deals and products that haven't happened
#202Earlier 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.
Re: The OpenAI graveyard: All the deals and products that haven't happened
#203Earlier 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.
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
#204Earlier 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…
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
#205Earlier 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 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
#206Earlier 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.
Re: The OpenAI graveyard: All the deals and products that haven't happened
#207Earlier 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.
Re: The OpenAI graveyard: All the deals and products that haven't happened
#208Earlier 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.