stealth will be important for their ultimate success to avoid competitors copying the product before it’s ready.
shouldn't statements like this be bearish for OpenAI? If what they had internally was so far ahead of everyone else then why would it matter if the physical hardware were cloned, the model would make the difference in the same way the iPhone software and focus on scroll fidelity made it leagues above the LG Prada.
None of it makes any difference because they've managed to be worth over 300 billion without an ounce of moat.
This shit is gonna go nuclear, and probably soon. Valuation is utterly detached from reality for the mediocre products they've shipped and the only reason it's still going is the tech sector doesn't have anything else to show for itself. Purchasing user numbers must be absolutely pathetic what with the complete silence on them, and even their highest tier paying customers have them hemorrhaging money, let alone all the cheaper/free ones.
Microsoft clearly got tired of being the pay-pig and is scaling back datacenters. OpenAI is supposedly taking up that stock but the projects are stalling because OpenAI doesn't have any money. Softbank is supposedly funding them but it also doesn't have the money, which is a huge issue what with them being the only substantial investor. And that's JUST for THIS YEAR. By all accounts they'll need dozens more billions for 2026.
For what? Chat bots and boring pictures/video that nobody aside from AI hype people give the slightest damn about.
Like, to put this in perspective: OpenAI is supposedly worth a tenth of what APPLE is worth. Fucking APPLE. Love em or hate em, Apple is one of the most valuable companies on the fucking planet, for a reason. What on Earth is OpenAI shifting in terms of actual products-to-customers that deserves to be in the same ZIP code as the Mac, iPhone or iPad?
For what? Chat bots and boring pictures/video that nobody aside from AI hype people give the slightest damn about.
I shed a tear when I saw those Sora demos of people walking down a street. I'd never seen anything so beautiful in my life. No human has ever filmed anything so good. Just amazeballs.
The only thing they have of value is the ChatGPT brand. They have no moat, and AI needs to be embedded in products to have value. OpenAI doesn't sell any products, and anyone can sell tokens through an API.
Comments
shouldn't statements like this be bearish for OpenAI? If what they had internally was so far ahead of everyone else then why would it matter if the physical hardware were cloned, the model would make the difference in the same way the iPhone software and focus on scroll fidelity made it leagues above the LG Prada.
None of it makes any difference because they've managed to be worth over 300 billion without an ounce of moat.
This shit is gonna go nuclear, and probably soon. Valuation is utterly detached from reality for the mediocre products they've shipped and the only reason it's still going is the tech sector doesn't have anything else to show for itself. Purchasing user numbers must be absolutely pathetic what with the complete silence on them, and even their highest tier paying customers have them hemorrhaging money, let alone all the cheaper/free ones.
Microsoft clearly got tired of being the pay-pig and is scaling back datacenters. OpenAI is supposedly taking up that stock but the projects are stalling because OpenAI doesn't have any money. Softbank is supposedly funding them but it also doesn't have the money, which is a huge issue what with them being the only substantial investor. And that's JUST for THIS YEAR. By all accounts they'll need dozens more billions for 2026.
For what? Chat bots and boring pictures/video that nobody aside from AI hype people give the slightest damn about.
Like, to put this in perspective: OpenAI is supposedly worth a tenth of what APPLE is worth. Fucking APPLE. Love em or hate em, Apple is one of the most valuable companies on the fucking planet, for a reason. What on Earth is OpenAI shifting in terms of actual products-to-customers that deserves to be in the same ZIP code as the Mac, iPhone or iPad?
Ludicrous.
I shed a tear when I saw those Sora demos of people walking down a street. I'd never seen anything so beautiful in my life. No human has ever filmed anything so good. Just amazeballs.
The only thing they have of value is the ChatGPT brand. They have no moat, and AI needs to be embedded in products to have value. OpenAI doesn't sell any products, and anyone can sell tokens through an API.