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superconduct123 | 3 months ago

I don't understand, what prompted OpenAI recently to need this 1.4T investment?

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an0malous|3 months ago

All of Sam’s shenanigans go back to that one popular post on here many months ago about how AI has no moat. LLMs are a commodity, Chinese companies are just releasing them for free. Sam has gone all in on OpenAI and needs to secure his company, he knows it could be another decade until they discover an innovation on par with tranformers and there’s absolutely no way they can go from burning tens of billions of dollars a year to profitable by selling a rapidly commoditized technology.

sumedh|3 months ago

LLMs are a commodity but ChatGpt is a brand, for most people AI means ChatGpt. They are not going to use Chinese models.

ChatGpt is also building other products/brands like Sora to capture more mindshare.

Linux is free and yet people use Windows.

Gigachad|3 months ago

They are going all in, promising so many deals to so many companies that if OpenAI fails, the entire US economy will explode. Expecting the government will bail them out to prevent such a disaster.

therein|3 months ago

That would do nothing to prevent such a disaster. It would guarantee it.

goatlover|3 months ago

Billionaires and corporations too big too fail are bad for democracy. They have an oversized impact on society and the government.

JumpCrisscross|3 months ago

> what prompted OpenAI recently to need this 1.4T investment?

Capital denial to competitors.

hoppp|3 months ago

I think every company would like to have that. OpenAI is in a hyped up position that it can get it, so they go for it.

I don't buy that they can create AGI by investing trillions in training models and infrastructure.

If you ask me, this is just more money spent on pollution.

The need to replace humans to be profitable, just sounds like the end goal is to destroy the planet with datacenters and hurt people generally.

Sounds like a net negative for the planet.

ineedasername|3 months ago

Absolutely nothing. They don't, they didn't, it's a poorly stitched together attack job.

The 1.4 T amounts to a broad nearly decade long capex plan, not liabilities.

The loans and backstops etc were a request, not for OpenAI, but on behalf of manufacturers of grid equipment, manufacturers that OpenAI wouldike the government to consider as eligible for money already carved out by the AMIC national investment in chips and AI, and also probably more money as well-- it's a separate group of tangential industries that weren't initially considered, so why not ask? Sure it would help keep the wheels moving in OpenAI and the broad AI and US semiconductor industry, but it's far away from and ask by Altman for a bailout of his company.

techblueberry|3 months ago

Narrator: it was in fact a bailout they were asking for.

Spooky23|3 months ago

The need to say “fuck you” to Elon and one-up him.