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The $100B megadeal between OpenAI and Nvidia is on ice
241–250 of 309 posts
Re: The $100B megadeal between OpenAI and Nvidia is on ice
#242Earlier quoted context omitted.
this is the argument i continue to have with people. first mover isnt always an advantage - i think openai will be sold or pennies on these dollars someday (next 5 years after they run out of funding). Google has data, TPUs, and a shitload of cash to burn
>first mover isnt always an advantage but in this case it is, ChatGPT name is really, really strong, it's like "just google it" instead of "just search the web"
I'm not sure because google was by far the best search engine for a long time in the early 2000s and there are a lot of models close to what openai has right now.
Re: The $100B megadeal between OpenAI and Nvidia is on ice
#243will there be more 5090 FE cards at a lower price? one can only hope
I would love it if AI fizzled out and nvidia had to go back to making gaming cards. Just trying to have a simple life here and play video games, and ridiculous hype after hype keeps making it expensive.
I hate to say it but there will likely come much more annying things that'll disturb your gaming experience.
Re: The $100B megadeal between OpenAI and Nvidia is on ice
#244Earlier quoted context omitted.
I think there are two things that happened 1. OpenAI bet largely on consumer. Consumers have mostly rejected AI. And in a lot of cases even hate it (can't go on TikTok or Reddit without people calling something slop, or hating on AI generated content). Anthropic on the other hand went all in on B2B and coding. That seems to be the much better market to be in. 2. Sam Altman is profoundly unlikable.
> Consumers have mostly rejected AI. People like to complain about things, but consumers are heavily using AI. ChatGPT.com is now up to the 4th most visited website in the world: https://explodingtopics.com/blog/chatgpt-users
Are they paying through? Reddit was also popular for a long time and didn't make much money.
My point was more that it seems this wave of AI is more profitable if you're in B2B vs. B2C.
Re: The $100B megadeal between OpenAI and Nvidia is on ice
#245Earlier quoted context omitted.
I think you are right. Their generative AI was clearly underwhelming. They have been losing many staff from their AI team. I’m not sure it matters though. They just had a stonking quarter. iPhone sales are surging ahead. Their customers clearly don’t care about AI or Siri’s lacklustre performance.
Honestly, what it seems like is financial discipline.
We do know that they made a number of promises on AI[1] and then had to roll them back because the results were so poor[2]. They then went on to fire the person responsible for this division[3].
That doesn't sound like a financial decision to me.
[1] https://www.apple.com/uk/newsroom/2024/06/wwdc24-highlights/
[2] https://www.bloomberg.com/news/features/2025-05-18/how-apple...
[3] https://nypost.com/2025/12/02/business/apple-shakes-up-ai-te...
Re: The $100B megadeal between OpenAI and Nvidia is on ice
#246Earlier quoted context omitted.
He is a pretty interesting case. According to the book "Empire of AI" about OpenAI, he lies constantly, even about things that are too trivial to matter. So it may be part of some compulsive behavior. And when two people want different things from him, he "resolves" the conflict by agreeing with each of them separately, and then each assumes they got what they wanted, until they talk to the other person and find out…
Saw Empire of AI in a bookshop recently but held off buying as wasn’t sure if it was going to be surface level. You’d recommend?
Understandable worry, but it's not surface-level at all. Karen Hao is a great journalist. Highly recommend.
Re: The $100B megadeal between OpenAI and Nvidia is on ice
#247All these giant non-binding investment announcements are just a massive confidence scam.
I don’t think so. I think it is positioning for the unknown future and hedging. For example, Amazon isn’t able to train its own models so it hedges by investing in Anthropic and OpenAI. Oracle, same with OpenAI deal. Nvidia wants to stay in OpenAI and Anthropic’s tech stack. It’s all jockeying for position.
You're explaining why they invest, not why they make pie-in-the-sky non-binding announcements. The point of those is to inflate the bubble and keep it going as long as they can.
Re: The $100B megadeal between OpenAI and Nvidia is on ice
#248Earlier quoted context omitted.
google buys nvidia GPUs for cloud, I don't think they use them much or at all internally. The TPUs are both used internally, and in cloud, and now it looks like they are delivering them to customers in their own data centers.
I can see them being used for training if they're vacant.
The various AI accelerator chips, such as TPUs and NVidia GPUs, are only compatible to extent that some of the high level tools like PyTorch and Triton (kernel compiler) may support both, which is like saying that x86 and ARM chips are compatible since gcc supports them both as targets, but note this does not mean that you can take a binary compiled for ARM and run it on an x86 processor.
For these massive, and expensive to train, AI models the differences hit harder since at the kernel level, where the pedal hits the metal, they are going to be wringing every last dollar of performance out of the chips by writing hand optimized kernels for them, highly customized to the chip's architecture and performance characteristics. It may go deeper than that too, with the detailed architecture of the models themselves tweaked to best perform on a specific chip.
So, bottom line is that you can't just take a model "compiled to run on TPUs", and train it on NVidia chips just because you have spare capacity there.
Re: The $100B megadeal between OpenAI and Nvidia is on ice
#249Earlier quoted context omitted.
> I actually think Sam is “better” than say Elon or even Dario because he seems like a typical SF/SV tech bro. If you nail the bar to the floor, then sure, you can pass over it. > He says a lot of fluff, doesn’t try to be very extreme, and focuses on selling. I don't now what your definition of extreme is but by mine he's pretty extreme. > I think I personally prefer that over Elon’s self induced mental illnesses and…
> All of them suffer from thinking their money makes them somehow better. Let's assume they think they're better than others. What makes you think that they think it's because of their money, as opposed to, say, because of their success at growing their products and businesses to the top of their field?
Because they wouldn't talk about money as much or try to convert a non-profit into a for profit company.
Re: The $100B megadeal between OpenAI and Nvidia is on ice
#250Earlier quoted context omitted.
Was the golden boy for a while? What shifted? I don't even remember what he did "first" to get the status. Is it maybe just a case of familiarity breeding contempt?
It is starting to become clear to more and more people that Sam is a dyed in the wool True Believer in AGI. While it's obvious in hindsight that OpenAI would never have gotten anywhere if he wasn't, seeing it so starkly is really rubbing a lot of people the wrong way.
Why would him believing in AGI make people dislike him?
He is clearly disliked by a lot of tech community, I don't see his AGI belief as a big part of that.