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OpenAI Is Preparing to File for an IPO Soon

wsj.com

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Re: OpenAI Is Preparing to File for an IPO Soon

#421

Post by [deleted] »

ismailmaj wrote: post #275
0xDEAFBEAD wrote: post #211

Earlier quoted context omitted.

I still think NVIDIA is a bad bet--where is their moat in the long term? Doesn't the sort of work NVIDIA engineers do look vulnerable to AI-assisted automation? NVIDIA engineers code against a well-defined test suite/specification, right?

Their moat is cuda and cuda libraries and everything built on top. When a new architecture drops, it's always PyTorch running on CUDA, other PyTorch backends are best effort, even if they reach feature parity, many industry power users went closer to the metal to squeeze performance and that stuff is too specific to Nvidia stuff. if there is something that will beat Nvidia, it won't be something reaching feature pari…

[deleted]

Re: OpenAI Is Preparing to File for an IPO Soon

#423

Post by hakfoo »

mrandish wrote: post #380
wg0 wrote: post #99

If you're an investor you should try Deepseekv4 before you put your hard earned money in this gambling spree. Context - Deepseekv4 is freely available to download you can host your own and sell it keeping the proceeds and it rivals Claude Opus 4.7. "Thank you for your attention to this matter"

Ironically, for-profit Chinese companies have released far more Open AI than OpenAI. And they may be a key reason the for-profit OpenAI remains non-profitable. It's worth noting I suspect a key reason Chinese companies are doing this is, in part, tacit encouragement and logistical enablement from the Chinese government. Playing spoiler by nerfing the valuations of over-inflated U.S. AI leaders is a decent strategy gi…

I wonder if there's a "commoditize your complement" play in there somewhere.

Having the software stack get dirt-cheap and multi-vendor is good for hardware players. I'd argue there's even huge value in developing tooling that's less nVidia-centric for the health of the overall market, and the fact China is filled with other hardware manufacturers that want a bite at that margin and insatiable demand.

Re: OpenAI Is Preparing to File for an IPO Soon

#424

Post by NitiX »

lelanthran wrote: post #126
avazhi wrote: post #125

[flagged]

> I have no personal skin in the game, but OpenAI seems like the weakest player. Claude and Gemini are both blatantly better. The market doesn't necessarily reward better products or (in this case) more intelligence. If it did, I'd be a lot richer than many of the mainstream startups.

[flagged]

Re: OpenAI Is Preparing to File for an IPO Soon

#425

Post by Klonoar »

nly wrote: post #215
Klonoar wrote: post #213

Earlier quoted context omitted.

It’s not cynical, but it is overly consumerist. I cannot imagine having untold amounts of money only to do nothing afterwards except consume the stuff put in front of you.

€2M isn't "unfold amounts of money" It's enough for a modest retirement.

No shit. Do you really think this is an original comment to make?

Re: OpenAI Is Preparing to File for an IPO Soon

#426

Post by bfkwlfkjf »

hakfoo wrote: post #423
mrandish wrote: post #380

Earlier quoted context omitted.

Ironically, for-profit Chinese companies have released far more Open AI than OpenAI. And they may be a key reason the for-profit OpenAI remains non-profitable. It's worth noting I suspect a key reason Chinese companies are doing this is, in part, tacit encouragement and logistical enablement from the Chinese government. Playing spoiler by nerfing the valuations of over-inflated U.S. AI leaders is a decent strategy gi…

I wonder if there's a "commoditize your complement" play in there somewhere. Having the software stack get dirt-cheap and multi-vendor is good for hardware players. I'd argue there's even huge value in developing tooling that's less nVidia-centric for the health of the overall market, and the fact China is filled with other hardware manufacturers that want a bite at that margin and insatiable demand.

Are you saying that china is releasing great open weights model because they want to get into the GPU business? Which institution do you imagine is coordinating this?
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