[hijodelsol]

If you read any work from Ed Zitron [1], they likely cannot remain sustainable. With OpenAI failing to convert into a for-profit, Microsoft being more interested in being a multi-modal provider and competing openly with OpenAI (e.g., open-sourcing Copilot vs. Windsurf, GitHub Agent with Claude as the standard vs. Codex) and Google having their own SOTA models and not relying on their stake in Anthropic, tarrifs complicating Stargate, explosion in capital expenditure and compute, etc., I would not be surprised to see OpenAI and Anthropic go under in the next years.

1: https://www.wheresyoured.at/oai-business/

[vessenes]

I see this sentiment everywhere on hacker news. I think it’s generally the result of consuming the laziest journalism out there. But I could be wrong! Are you interested in making a long bet banking your prediction? I’m interested in taking the positive side on this.

[hijodelsol]

While some critical journalism may be simplistic, I would not qualify it as lazy. Much of it is deeply nuanced and detail-oriented. To me, lazy would be publications regurgitating the statements of CEOs and company PR people who have a vested interest in making their product seem appealing. Since most of the hype is based on perceived futures, benchmarks, or the automation of the easier half of code development, I consider the simplistic voices asking "Where is the money?" to be important because most people seem to neglect the fundamental business aspects of this sector.

I am someone who works professionally in ML (though not LLM development itself) and deploys multiple RAG- and MCP-powered LLM apps in side businesses. I code with Copilot, Gemini, and Claude and read and listen to most AI-industry outputs, be they company events, papers, articles, MSM reports, the Dwarkesh podcast, MLST, etc. While I acknowledge some value, having closely followed the field and extensively used LLMs, I find the company's projections and visions deeply unconvincing and cannot identify the trillion-dollar value.

While I never bet for money and don't think everything has to be transactional or competitive, I would bet on defining terms and recognizing if I'm wrong. What do you mean by taking the positive side? Do you think OpenAI's revenue projections are realistic and will be achieved or surpassed by competing in the open market (i.e., excluding purely political capture)?

Betting on the survival of the legal entity would likely not be the right endpoint because OpenAI could likely be profitable with a small team if it restricted itself to serving only GPT 4.1 mini and did not develop anything new. They could also be acquired by companies with deeper pockets that have alternative revenue streams.

But I am highly convinced that OpenAI will not have a revenue of > 100 billion by 2029 while being profitable [1] and willing to take my chances.

1: https://www.reuters.com/technology/artificial-intelligence/o...

[viraptor]

There's still the question of whether they will try to change the architecture before they die. Using RWKV (or something similar) would drop the costs quite a bit, but will require risky investment. On the other hand some experiment with diffusion text already, so it's slowly happening.