I have made a commitment to reduce my overly long and excessively hedged comments on here, so, if I may: What the heck. Is this a belated April fools joke?

This is not what a company on the precipice of AGI or even one that has faith in LLMs being a consistent growth driver across the industry would realistically do.

Is this a good investment financially? I don't know and seeing as I have never heard of TBPN before this post, I am not the right person to gauge that.

But any investment, be it in building your own Social Networks (Sora 2), a news show or anything else beyond model training is frankly, to me at least, a clear admission that OpenAI does not see nearly as much value in models as they have been selling investors on.

Considering the rest of the economy, that is more terrifying than any "AI will kill us" prediction.

If OpenAI believed even a tenth of what they have tried to sell investors, governments and the public on, they'd not have a penny to invest in anything akin to this, plain and simple.

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travelalberta 4 hours ago | parent [-]

I think there will be an AI correction and OpenAI will be the center of it. I have no clue what their plan is, they seem to throw everything at the wall an nothing sticks. Gonna take MicroSlop down with them. Anthropic and Google will come out the other end in great shape though.

	▲	Topfi 3 hours ago \| parent [-]
		Picking winners at this stage is hard, but maybe you are right on Alphabet and Anthropic. The former has use for data centres including those filled with ML hardware in a way MSFT and AWS may not if LLMs crash, simply by virtue of YouTube and other services which have relied on ML long before the hype started. Their buildout also started earlier and that may help them not overbuild to keep up with the hype, but who knows. On Anthropic, hard to tell from the outside whether they are just more quite on their buildouts or whether they truly mainly rent their hardware, which could give them some flexibility if the market craters. On MSFT, I'd rather they fix their products, at least to keep their mass of employees from being affected negatively.