The $100B megadeal between OpenAI and Nvidia is on ice • Hacker News Board

Re: The $100B megadeal between OpenAI and Nvidia is on ice

#51

Post by pinnochio » Sat, Jan 31, 2026, 2:20 AM UTC

TheRoque wrote: post #40

jjcm wrote: post #19

Not only has OpenAI's market share gone down significantly in the last 6mo, Nvidia has been using its newfound liquid funds to train its own family of models[1]. An alliance with OpenAI just makes less sense today than it did 6mo ago. [1] https://blogs.nvidia.com/blog/open-models-data-tools-acceler...

Yeah. Even if OpenAI models were the best, I still wouldn't used them, given how the Sam Altman persona is despicable (constantly hyping, lying, asking for no regulations, then asking for regulations, leaked emails where founders say they just wanna get rich without any consideration of their initial "open" claims...). I know other companies are not better, but at least they have a business model and something to los…

> leaked emails where founders say they just wanna get rich without any consideration of their initial "open" claims

Point me to these? Would like to have a look.

Re: The $100B megadeal between OpenAI and Nvidia is on ice

#52

Post by edoceo » Sat, Jan 31, 2026, 2:21 AM UTC

cschep wrote: post #47

ryanSrich wrote: post #45

Earlier 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.

#2 cannot be understated

Was the golden boy for a while? What shifted? I don't even remember what he did "first" to get the status. Is it maybe just a case of familiarity breeding contempt?

Re: The $100B megadeal between OpenAI and Nvidia is on ice

#53

Post by caycep » Sat, Jan 31, 2026, 2:24 AM UTC

will there be more 5090 FE cards at a lower price? one can only hope

Re: The $100B megadeal between OpenAI and Nvidia is on ice

#54

Post by whatever1 » Sat, Jan 31, 2026, 2:24 AM UTC

OpenAI is too important to run out of cash. The gov will make companies invest.

Re: The $100B megadeal between OpenAI and Nvidia is on ice

#55

Post by notyourwork » Sat, Jan 31, 2026, 2:28 AM UTC

cschep wrote: post #47

ryanSrich wrote: post #45

Earlier 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.

#2 cannot be understated

Cringey to watch their interviews.

Re: The $100B megadeal between OpenAI and Nvidia is on ice

#56

Post by danisgay » Sat, Jan 31, 2026, 2:28 AM UTC

estearum wrote: post #32

funkyfiddler369 wrote: post #24

Earlier quoted context omitted.

[flagged]

ChatGPT is a goner. OpenAI will probably rule the scam creation, porn bot, and social media slop markets. Gemini will own everything normie and professional services, and Anthropic will own engineering (at least software) Honestly as of the last few months anyone still hyping ChatGPT is outing themselves.

[dead]

Re: The $100B megadeal between OpenAI and Nvidia is on ice

#57

Post by icepush » Sat, Jan 31, 2026, 2:31 AM UTC

edoceo wrote: post #52

cschep wrote: post #47

Earlier quoted context omitted.

#2 cannot be understated

Was the golden boy for a while? What shifted? I don't even remember what he did "first" to get the status. Is it maybe just a case of familiarity breeding contempt?

It is starting to become clear to more and more people that Sam is a dyed in the wool True Believer in AGI. While it's obvious in hindsight that OpenAI would never have gotten anywhere if he wasn't, seeing it so starkly is really rubbing a lot of people the wrong way.

Re: The $100B megadeal between OpenAI and Nvidia is on ice

#58

Post by pinnochio » Sat, Jan 31, 2026, 2:34 AM UTC

edoceo wrote: post #52

cschep wrote: post #47

Earlier quoted context omitted.

#2 cannot be understated

Was the golden boy for a while? What shifted? I don't even remember what he did "first" to get the status. Is it maybe just a case of familiarity breeding contempt?

All the manipulation and lying that got him fired.

Re: The $100B megadeal between OpenAI and Nvidia is on ice

#59

Post by 3kkdd » Sat, Jan 31, 2026, 2:36 AM UTC

cschep wrote: post #47

ryanSrich wrote: post #45

Earlier 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.

#2 cannot be understated

Indeed. Sama seems to be incredibly delusional. OAI going bust is going to really damage his well-being, irrespective of his financial wealth. Brother really thought he was going to take over the world at one point.

Re: The $100B megadeal between OpenAI and Nvidia is on ice

#60

Post by 3kkdd » Sat, Jan 31, 2026, 2:39 AM UTC

jackblemming wrote: post #50

ryanSrich wrote: post #45

Earlier 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.

You have to give credit to Sam, he’s charismatic enough to the right people to climb man made corporate structures. He was also smart enough to be at the right place at the right time to enrich himself (Silicon Valley). He seems to be pretty good at cutting deals. Unfortunately all of the above seems to be at odds with having any sort of moral core.

Ermmm what?

He and his personality caused people like Ilya to leave. At that point the failure risk of OAI jumped tremendously. The reality he will have to face is, he has caused OAIs demise.

Perhaps hes ok with that as long as OAI goes down with him. Would expect nothing less from him.