31–40 of 46 posts
Why is this flagged? It’s a legitimate conversation important to our industry.
If OpenAI doesn’t pay, its vendors have whatever data centers that they’ve built so far and can use them themselves or rent them to someone else.
Not sure why the government would bother to bail them out. I would imagine Google could take up most of the slack if OpenAI implodes.
US economy growth without AI is around 0.1%, so I don't think there's too much to blow up. AI is pretty much the last hail merry US has in their bag and even that not for long.
https://fortune.com/2025/10/07/data-centers-gdp-growth-zero-...
Not sure why the government would bother to bail them out. I would imagine Google could take up most of the slack if OpenAI implodes.
I can see bailing out banks, you need to keep money flowing. Bailing out something like auto industry. Lot of employees with non-transferable skills and restructuring will be mess. With AI? Well just sell the assets in bankruptcy. Models can be sold, hardware and infra can be sold, IP and brands too can be sold. Employees, they have mostly transferable skills and are mobile already. Even if AI companies fall, other p…
Entire stock market will tank and a lot of very rich people will lose a lot of money. So government won't let that happen.
Earlier quoted context omitted.
You don't typically get to be a successful politician by being skeptical of future industry profits. I suspect the people who run our country tend to be credulous rubes in this regard. Sam Altman is many things, but he appears very good at spelling a narrative about the future of computation and the relative competitive risk of not aggressively pursuing it. Google simply has not taken this approach.
Does anyone believe this vision anymore though? It's obvious that the current tech is not the path to AGI
Earlier quoted context omitted.
I can see bailing out banks, you need to keep money flowing. Bailing out something like auto industry. Lot of employees with non-transferable skills and restructuring will be mess. With AI? Well just sell the assets in bankruptcy. Models can be sold, hardware and infra can be sold, IP and brands too can be sold. Employees, they have mostly transferable skills and are mobile already. Even if AI companies fall, other p…
> With AI? Well just sell the assets in bankruptcy. Entire stock market will tank and a lot of very rich people will lose a lot of money. So government won't let that happen.
Earlier quoted context omitted.
> With AI? Well just sell the assets in bankruptcy. Entire stock market will tank and a lot of very rich people will lose a lot of money. So government won't let that happen.
Wouldn't a bailout worthy event already lead to stock market crash? Basically market run would be triggered if there was something that warranted a bailout. So would there be much to bailout to still prop-up the market?
So bailing out might actually cause the stock to appreciate because uncertainty about the possibility of bailout suddenly disappears in a positive manner.
Why is this flagged? It’s a legitimate conversation important to our industry.
I didn’t flag it, but it looks like accounting nonsense. These advance commitments probably aren’t assets on the books and there is likely no debt between OpenAI and its vendors. So at most, it’s a stock market bubble. If OpenAI doesn’t pay, its vendors have whatever data centers that they’ve built so far and can use them themselves or rent them to someone else.
Earlier quoted context omitted.
You don't typically get to be a successful politician by being skeptical of future industry profits. I suspect the people who run our country tend to be credulous rubes in this regard. Sam Altman is many things, but he appears very good at spelling a narrative about the future of computation and the relative competitive risk of not aggressively pursuing it. Google simply has not taken this approach.
Does anyone believe this vision anymore though? It's obvious that the current tech is not the path to AGI
Why is this flagged? It’s a legitimate conversation important to our industry.
I didn’t flag it, but it looks like accounting nonsense. These advance commitments probably aren’t assets on the books and there is likely no debt between OpenAI and its vendors. So at most, it’s a stock market bubble. If OpenAI doesn’t pay, its vendors have whatever data centers that they’ve built so far and can use them themselves or rent them to someone else.
You’re right, this is not accounting debt.
I don’t think OpenAI’s spending commitments alone are the problem, but OpenAI imploding will have a cascading effect and a realization check for everyone in the industry. What are the real prices for profitability and are businesses and consumers willing to pay for that, will we need ads, do we need an integrated product offerings to amortize the cost instead of standalone chat, etc. Also, S&P 500 going down by 10-20% will have a real impact on the real economy. If it happens.
I don’t think this should have been flagged.