The OpenAI graveyard: All the deals and products that haven't happened

Post by iAMkenough » Wed, Apr 01, 2026, 5:31 PM UTC

bdangubic wrote: post #34

iAMkenough wrote: post #19

Earlier quoted context omitted.

Not interested in a service with ads throughout my workday, which is why I switched to Anthropic. Billions in projected revenue is nothing but hype/cope. Google and Meta got their edge because their product was offered for "free" to the masses.

absolutely not the case. there isn’t a single nerve in human brains that goes “oh imma tolerate ads cause this shit’s free but if I pay a few bucks no way” - if the product you use has utility to you, you will tolerate ads provided no other acceptable alternative. not to tell you something you don’t already know but anthropic is getting ads, eventually, it is a given. so while today you may have an alternative (argua…

Post by cmiles8 » Wed, Apr 01, 2026, 5:31 PM UTC

adventured wrote: post #26

operatingthetan wrote: post #14

Earlier quoted context omitted.

>The LLM usage will generate hundreds of billions of dollars in ad revenue, which will be wildly lucrative in terms of margins (not as good as Google search used to be). This seems like ... not the situation we are in. LLMs are great for coding now but their text generation capabilities aren't exactly capturing the masses or replacing their jobs yet. People are already tired of the deluge of fake content on the inter…

LLM usage will largely replace traditional search, and that's stage one. To be specific, search will be consumed by the LLMs, it'll be merely an aspect of what they do for the user, and that'll include handling the more intricate details of the search, refining the search, understanding the results of search, etc. The age of the typical user handling any of that is about to end. Search will more be a feature of Gemin…

Post by MisterTea » Wed, Apr 01, 2026, 5:33 PM UTC

adrian_b wrote: post #36

MisterTea wrote: post #24

Who is the person in the portrait at the top of the page?

The CEO himself. For some reason, he does not look like a man whom I would trust with my money, but it appears that there are enough rich investors who disagree.

Post by paxys » Wed, Apr 01, 2026, 5:37 PM UTC

tokai wrote: post #43

woah wrote: post #11

My guess is Sam Altman is a better VC than CEO. Better at hype, networking, fund raising, and back room political hijinks than shipping a focused product He seems to be trying to take almost a "venture studio" approach by throwing shit at the wall, but the problem with these things is always that the "internal startups" are "founded" by people who don't have enough incentive or control over their product to perform a…

What he would be truly amazing at is shitcoin rug-pulling.

Post by steveBK123 » Wed, Apr 01, 2026, 5:42 PM UTC

cmiles8 wrote: post #40

steveBK123 wrote: post #28

Earlier quoted context omitted.

> The $20-200 LLM plans are all subsidized and aren't paying for themselves. Something has to give here. Whats interesting to me as well as much as companies are pushing AI adoption, i have started to hear AI token spend limits enforced across a few companies, so its not entirely clear that b2b can make them profitable yet either. If all the models reach good enough, then low cost provider would win. Gemini seems lik…

In large part because most companies have a set budget for IT spend. Thats how “normal” profitable companies operate outside this cash burning bonanza that’s going on. And in that reality one can’t just magically spend a bunch more on some fancy new thing, especially when said fancy new thing isn’t retuning value. So “token limits” and cost controls on B2B is entirely expected here.