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OpenAI raises $110B on $730B pre-money valuation

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Re: OpenAI raises $110B on $730B pre-money valuation

#211

Earlier quoted context omitted.

That problem went viral weeks ago so is no longer a valid test. At the time it was consistently tripping up all the SOTA models at least 50% of the time (you also have to use a sample > 1 given huge variation from even the exact same wording for each attempt). The large hosted model providers always "fix" these issues as best as they can after they become popular. It's a consistent pattern repeated many times now, be…

For example, I just asked ChatGPT "The boat wash is 50 meters down the street. Should I drive, sail, or walk there to get my yacht detailed?" and it recommended walking. I'm sure with a tiny bit more effort, OpenAI could patch it to the point where it's a lot harder to confuse with this specific flavor of problem, but it doesn't alter the overall shape.

This question is obviously ambiguous. The context here on HN includes "questions LLMs are stupid about, I mention boat wash, clearly you should take the boat to the boat wash."

But this question posed to humans is plenty ambiguous because it doesn't specify whether you need to get to the boat or not, and whether or not the boat is at the wash already. ChatGPT Free Tier handles the ambiguity, note the finishing remark:

"If the boat wash is 50 meters down the street…

Drive? By the time you start the engine, you’re already there.

Sail? Unless there’s a canal running down your street, that’s going to be a very short and very awkward voyage.

Walk? You’ll be there in about 40 seconds.

The obvious winner is walk — unless this is a trick question and your yacht is currently parked in your living room.

If your yacht is already in the water and the wash is dock-accessible, then you’d idle it over. But if you’re just going there to arrange detailing, definitely walk."

Re: OpenAI raises $110B on $730B pre-money valuation

#212

Earlier quoted context omitted.

> Especially when that military is the reincarnation of Nazi Germany , and a fourth Reich (The USA) I can't believe people who think this actually exist.

Have you watched the news recently?

Maybe you should get your news from a different source. Personally I prefer raw sources. I watch every official press briefing to hear from the horses mouth. You come to find that regardless of who is president news orgs put their own spin on it and you miss things they dont cover. Its all streamed on official government accounts.

Re: OpenAI raises $110B on $730B pre-money valuation

#213

Earlier quoted context omitted.

Have you watched the news recently?

Maybe you should get your news from a different source. Personally I prefer raw sources. I watch every official press briefing to hear from the horses mouth. You come to find that regardless of who is president news orgs put their own spin on it and you miss things they dont cover. Its all streamed on official government accounts.

Lmao, press briefings from the office of the führer is such a solid source to base your reality off of.

By the way if Kamala, Biden or Newsom was in office id also call them führer.

We live in a technocratic authoritarian state, the worlds largest prison population, the most police executions, we are actively sponsoring multiple genocides, we've killed over one million civilions in the middle east in two decades.

our politicians on both sides will go out of their way to protect pedophilic members of the ruling class...

But you want to tell us we're exaggerating or interpreting a reality that doesnt exist, i think youre the one who's been convinced through the regimes doublespeak that everythings alright.

Please revaluate. The US government is literally the 4th reich and actively committing halocausts on multiple fronts.

Re: OpenAI raises $110B on $730B pre-money valuation

#214

Earlier quoted context omitted.

Have you watched the news recently?

Do you know any history? You dishonor the people who died from horrible atrocities in WWII to make some glib performative political posturing. It's shameful behavior. Do better. Be better.

[deleted]

Re: OpenAI raises $110B on $730B pre-money valuation

#215

That's a pretty lofty valuation for a company that has yet to demonstrate code generation anywhere near Anthropic's models if they're leaning into the engineering angle.

Many engineers use Codex 5.3 and find it better, including Hashicorp's Mitchell.

And the OpenClaw guy

Re: OpenAI raises $110B on $730B pre-money valuation

#216

That's a pretty lofty valuation for a company that has yet to demonstrate code generation anywhere near Anthropic's models if they're leaning into the engineering angle.

By what measure do you think they're not anywhere near Anthropic's models?

Re: OpenAI raises $110B on $730B pre-money valuation

#217

That's a pretty lofty valuation for a company that has yet to demonstrate code generation anywhere near Anthropic's models if they're leaning into the engineering angle.

Many engineers use Codex 5.3 and find it better, including Hashicorp's Mitchell.

i find codex 5.3 roughly on par with (though tbh still not quite as capable as) sonnet models, which are not even anthropic's flagship model family.

Re: OpenAI raises $110B on $730B pre-money valuation

#218

IMO this looks largely like another circular investment. Amazon's investment is tied to OpenAI using AWS for their Frontier product and I assume Nvidia's conditions are that OpenAI continue buying hardware from them. Then there's SoftBank though given that those are the same guys that invested heavily in WeWork, I assume this is just very brash bullishness on their part. From my perspective, I hope that OpenAI surviv…

I am expecting OpenAI stock to be the most volatile in history. The first 3-6 months will be fun.

Re: OpenAI raises $110B on $730B pre-money valuation

#219
post #72

> Amazon will start with an initial $15 billion investment, followed by another $35 billion in the coming months when certain conditions are met. Those conditions are an IPO or reaching AGI [1]. Nvidia and SofBank will pay in installments. Also very interesting that Microsoft decided to not invest in this round. A PR statement was made though [2]. [1] https://americanbazaaronline.com/2026/02/26/amazon-to-invest... [2…

All the major investments in these big rounds have come in tranches, right?

Re: OpenAI raises $110B on $730B pre-money valuation

#220

IMO this looks largely like another circular investment. Amazon's investment is tied to OpenAI using AWS for their Frontier product and I assume Nvidia's conditions are that OpenAI continue buying hardware from them. Then there's SoftBank though given that those are the same guys that invested heavily in WeWork, I assume this is just very brash bullishness on their part. From my perspective, I hope that OpenAI surviv…

> On the one hand you can look at these companies investing and take it as a signal that there is something there (in OpenAI) that's worth investing in. On the other hand all these companies that are investing are basically getting that investment back through spending commitments and such and are just using OpenAI as a proxy for what is essentially buying more revenue for themselves.

I don't understand how this is some kind of cheat code. Let's say I give you $100 on the condition that you buy $100 worth of product from me. And let's say that product cost me $80 to produce. Isn't that basically the same as me giving you $80? I don't see at all how that's me "basically getting that investment back".

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