OpenAI is too important to run out of cash. The gov will make companies invest.
Too important to what? The bubble?
the fall of openai can easily have a domino effect on the rest of the ai landscape
The $100B megadeal between OpenAI and Nvidia is on ice
301–309 of 309 posts
Re: The $100B megadeal between OpenAI and Nvidia is on ice
#302Earlier quoted context omitted.
The model is the product. OpenAI themselves also build products on top of their models. Those without models are hugely vulnerable to sudden rug pulls.
Only in a monopoly situation. If you have several companies with comparable models you can easily switch between, all desperate for revenue to recoup their massive capex. you’re fine.
Training AI models is a natural monopoly.
Re: The $100B megadeal between OpenAI and Nvidia is on ice
#303Earlier quoted context omitted.
some people are so determined to be positive about AI that at some point it just comes across like they’re getting paid to be
There are quite a lot of posts like that. Just a bit too eager. Proselytising as if AI is a religion.
Mods tolerate it for some reason I suppose.
Re: The $100B megadeal between OpenAI and Nvidia is on ice
#304Earlier quoted context omitted.
The model is the product. OpenAI themselves also build products on top of their models. Those without models are hugely vulnerable to sudden rug pulls.
But OpenAI has spent too much capital on their models and not balanced that with pragmatic product development. They’re never gonna recover their investment and eventually their partners will run away. The GPT models are not a moat.
Can I get more details on your capital calculations?
Re: The $100B megadeal between OpenAI and Nvidia is on ice
#305Earlier quoted context omitted.
> 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.
Do they talk about money that much? 99.99% of the people I see talking about money (especially other people's money and what they should be doing with it) are non-billionaires.
Re: The $100B megadeal between OpenAI and Nvidia is on ice
#306Earlier 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
Usually when I hear about people using ChatGPT they are usually just using it as a search engine that delivers summarized results. The average person wouldn't use email if they had to pay for it, good luck making money off of all of those visitors without just becoming another ad tech company competing with the other ad tech companies.
Re: The $100B megadeal between OpenAI and Nvidia is on ice
#307Earlier quoted context omitted.
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 expen…
>but they are also buying as many Nvidia chips as they can get their hands on >But is Google buying those GPU chips for their own use >google buys nvidia GPUs for cloud, I don't think they use them much or at all internally. We're not talking about GPUs.
Sorry, TPUs. Duh, that completely obliterated my argument. Anyways ...
Re: The $100B megadeal between OpenAI and Nvidia is on ice
#308Earlier quoted context omitted.
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.
well aside from civilizational collapse and having to become refugees, it'd be nice to play computer games....
Re: The $100B megadeal between OpenAI and Nvidia is on ice
#309Earlier quoted context omitted.
Apple is sitting this whole thing out. Bizarre.
The options for a company in their position are: 1. Sit out and buy the tech you need from competitors. 2. Spend to the tune of ~$100B+ in infra and talent, with no guarantee that the effort will be successful. Meta picked option 2, but Apple has always had great success with 1 (search partnership with Google, hardware partnerships with Samsung etc.) so they are applying the same philosophy to AI as well. Their core…
Yep. They only stop to build something when it will benefit them, and impacts the bottom line.