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OpenAI Has New Focus (on the IPO)

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Re: OpenAI Has New Focus (on the IPO)

#31

Post by chollida1 »

cmiles8 wrote: post #15

There’s a strong chance the IPO window has passed. I just don’t see investors willing to jump in here given all the questions about the financial viability of AI. The bulk of those investing now are broadly just pumping cash into the fire to keep their prior investments from going to zero. We have hit a mass deceleration of what the current tech can do with transformers. The tech is also on a path to hyper-commoditiz…

> There’s a strong chance the IPO window has passed

Ha, i'll take the other side of that bet. I'm not sure why you think they couldn't possibly IPO and you don't really specify why in your post.

Having been in the capital markets for 20 years, now is one of the better times to IPO and I'd bet that both OpenAI and Anthropic will IPO within 12 months.

There are lots of games you can play like releasing a small 10% float) if you are worried about not enough buyers.

Re: OpenAI Has New Focus (on the IPO)

#32

Post by sanitycheck »

deanc wrote: post #22
aurareturn wrote: post #12

One thing odd, maybe just to me, is why OpenAI has been stuffing its ranks with former Facebookers who are known to juice growth, find edges, and keep people addicted. They have little background in getting enterprises to buy into a product. Simo herself ran the Facebook app. That organization’s genius is consumer engagement: behavioral hooks, dopamine loops, the relentless optimization of the feed. You can see that…

AI is ubiquitous to the point where it's permeating almost every desk job in the world. Even those who don't work are using AI to help them find work, research health problems, ask questions about their daily life. I can't think of anything else since the invention of the internet that has had this much of an impact on people's lives. People will have to pay for this. I don't see it being free for long other than a f…

Anecdotally I know approximately zero 'normal' (non-tech) people who are intentionally using generative AI, several who have been badly misled by Google's AI summaries, and quite a few who are vehemently anti-AI (usually artists and writers).

(Except when mandated by their employers, which nobody is happy about or finds particularly useful.)

Re: OpenAI Has New Focus (on the IPO)

#33

Post by buzzy_hacker »

pipnonsense wrote: post #26
aurareturn wrote: post #12

One thing odd, maybe just to me, is why OpenAI has been stuffing its ranks with former Facebookers who are known to juice growth, find edges, and keep people addicted. They have little background in getting enterprises to buy into a product. Simo herself ran the Facebook app. That organization’s genius is consumer engagement: behavioral hooks, dopamine loops, the relentless optimization of the feed. You can see that…

So that’s why I am getting clickbaity last sentences in every response now at ChatGPT. Things like ”If you want, I can also show a very fast Photoshop-style trick in Krita that lets you drag-copy an area in one step (without copy/paste). It’s hidden but extremely useful.” Every single chat now has it. Not only the conversational prompt with “I can continue talking about this”, but very clickbaity terms like: almost n…

Same here. “Do you want the one useful tip related to this topic that most people miss? It’s quite surprising.”

If it were so useful, just tell me in the first place! If you say “Yes” then it’s usually just a regurgitation of your prior conversation, not actually new information.

This immediately smelled of engagement bait as soon as the pattern started recently. It’s omnipresent and annoying.

Re: OpenAI Has New Focus (on the IPO)

#35

Post by jjallen »

pipnonsense wrote: post #26
aurareturn wrote: post #12

One thing odd, maybe just to me, is why OpenAI has been stuffing its ranks with former Facebookers who are known to juice growth, find edges, and keep people addicted. They have little background in getting enterprises to buy into a product. Simo herself ran the Facebook app. That organization’s genius is consumer engagement: behavioral hooks, dopamine loops, the relentless optimization of the feed. You can see that…

So that’s why I am getting clickbaity last sentences in every response now at ChatGPT. Things like ”If you want, I can also show a very fast Photoshop-style trick in Krita that lets you drag-copy an area in one step (without copy/paste). It’s hidden but extremely useful.” Every single chat now has it. Not only the conversational prompt with “I can continue talking about this”, but very clickbaity terms like: almost n…

This is not just OpenAI though. I don’t think this is new in general for these AI chat apps. Claude at the very least asks a question as the last part of its responses I believe every time.

Re: OpenAI Has New Focus (on the IPO)

#36

Post by Bengalilol »

pipnonsense wrote: post #26
aurareturn wrote: post #12

One thing odd, maybe just to me, is why OpenAI has been stuffing its ranks with former Facebookers who are known to juice growth, find edges, and keep people addicted. They have little background in getting enterprises to buy into a product. Simo herself ran the Facebook app. That organization’s genius is consumer engagement: behavioral hooks, dopamine loops, the relentless optimization of the feed. You can see that…

So that’s why I am getting clickbaity last sentences in every response now at ChatGPT. Things like ”If you want, I can also show a very fast Photoshop-style trick in Krita that lets you drag-copy an area in one step (without copy/paste). It’s hidden but extremely useful.” Every single chat now has it. Not only the conversational prompt with “I can continue talking about this”, but very clickbaity terms like: almost n…

Those "Prompt-YES-baity" last sentences are somehow counterproductive.

Re: OpenAI Has New Focus (on the IPO)

#37

Post by girvo »

keyle wrote: post #9

Time to jump ship. I have noticed 5.3 in xtra high was a turd today. High used to be enough for most of my use cases. xhigh used to surprise me. Now it's incapable of following the very first instructions. I just hope open source models get as good as last few month's top models before the enshittification has gone too far.

Qwen3.5 (-plus, which isn’t actually open to be fair) is surprisingly decent I’ve found.

Re: OpenAI Has New Focus (on the IPO)

#39

Post by Ekaros »

cmiles8 wrote: post #30
newsclues wrote: post #24

Earlier quoted context omitted.

Unless the play is the fleece retail investors

True, although even here there likely aren’t enough retail suckers to go around given the amount of initial investment folks need to cash in. Thats the challenge when you have so much crazy pre-IPO cash pumped in. After you float you still need to sell all those shares at the valuations you want to exit. If they floated say 10% of shares to go public and the price tanks everyone else trying to exit loses their shirt…

The size of these companies make be doubtful of retail being able to fund them. There being enough retail investors with enough liquid funds who are willing to jump on this.

Lot of retail is in various funds. So those doing active management to scale of this is questionable. And then you most likely also have downward pressure for those that try to bet against these IPOs...

Re: OpenAI Has New Focus (on the IPO)

#40

Post by dkrich »

pipnonsense wrote: post #26
aurareturn wrote: post #12

One thing odd, maybe just to me, is why OpenAI has been stuffing its ranks with former Facebookers who are known to juice growth, find edges, and keep people addicted. They have little background in getting enterprises to buy into a product. Simo herself ran the Facebook app. That organization’s genius is consumer engagement: behavioral hooks, dopamine loops, the relentless optimization of the feed. You can see that…

So that’s why I am getting clickbaity last sentences in every response now at ChatGPT. Things like ”If you want, I can also show a very fast Photoshop-style trick in Krita that lets you drag-copy an area in one step (without copy/paste). It’s hidden but extremely useful.” Every single chat now has it. Not only the conversational prompt with “I can continue talking about this”, but very clickbaity terms like: almost n…

This and also constantly saying stupid things like “yes that is a great observation and that’s how the pros do it for this very reason!” for a specific question that doesn’t apply to anything anyone else is doing
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