This company’s current valuation is entirely speculative. So if you’re going to criticize the article, maybe direct some of that skepticism towards the company in question.
tedd4u 7 hours ago [-]
This CNBC article is based on a Wall Street Journal article.
OpenAI Misses Key Revenue, User Targets in High-Stakes Sprint Toward IPO
By Berber Jin
The company’s CFO and board have questioned the wisdom of massive data-center spending in the face of slowing growth
unrelat3d 4 hours ago [-]
Ah that explains handing models over to AWS to run in their data centers
nikolay 2 hours ago [-]
Journos love bashing AI, knowing they will be replaced by it within months to a couple of years.
illist-ell1s 9 hours ago [-]
These companies will not be able to keep making large improvements to their models as time goes on. You gotta remember to not be holding the bag when the music stops.
9fwfj9r 9 hours ago [-]
OpenAI had worse models (GPT 5.2 and 5.4) at that time. But now the tables have turned. Would Anthropic face a similar situation since Opus 4.7 falls below expectations?
cyber_kinetist 8 hours ago [-]
Claude and Claude Code are still quite useful even when considering the recent degradations, so I don't think corporate users will leave easily especially considering that they're subsidized by their companies. I think the most likely scenario is that Anthropic will remove the Max ($100 / $200) subscriptions (which were the sweet spot for most users) and opt for token-based prices instead, which will make the average cost 2x ~ 3x higher which will keep them afloat in terms of ROI. Performance will plateau though since model research cannot sustain itself any longer, and then it's only a matter of how fast the open-source Chinese models will catch up in efficiency.
threepts 8 hours ago [-]
Increasing cost will only make people embrace competitor or open source models.
danaw 8 hours ago [-]
a 2-3x pricing increase will also lose them customers and still they're likely to be bleeding cash like a stuck pig
nullsmack 5 hours ago [-]
The Dot Com bubble burst and it didn't materially affect anything. Some of the things that failed then even came back later. Buying stuff online ate retail, sadly enough. Some dumb business plans went away, but the core of the commercial web never did. There's an idea, mostly from the anti-AI folks, that AI will magically "go away" once the bubble finally bursts and I hate to burst any more bubbles here but AI isn't going back in the bottle. For better or worse.
ChildOfChaos 33 minutes ago [-]
Yeah exactly. It’s pretty certain that the AI bubble will burst. A few companies will have a hard time and disappear. For everyone else though, this will just be headlines in the news and AI will continue as it was.
jaredcwhite 9 hours ago [-]
"rapidly evolving industry"
That has always been wildly unprofitable…
ChildOfChaos 32 minutes ago [-]
As were a lot of big companies, like Amazon, until they weren’t.
mock-possum 10 hours ago [-]
God I hope so
guluarte 7 hours ago [-]
I guess free tokens are over and most providers will move to token based billing soon.
ChrisArchitect 9 hours ago [-]
Related:
OpenAI Misses Key Revenue, User Targets in High-Stakes Sprint Toward IPO
Feels like click bait and HN is submitting to the bait.
Here’s a number: 3.5
That’s the number of years until we achieve AGI according to Sam Altman: https://techresearchonline.com/news/sam-altman-predicts-agi-...
This company’s current valuation is entirely speculative. So if you’re going to criticize the article, maybe direct some of that skepticism towards the company in question.
https://archive.ph/mTiIs
OpenAI Misses Key Revenue, User Targets in High-Stakes Sprint Toward IPO By Berber Jin
The company’s CFO and board have questioned the wisdom of massive data-center spending in the face of slowing growth
That has always been wildly unprofitable…
OpenAI Misses Key Revenue, User Targets in High-Stakes Sprint Toward IPO
https://news.ycombinator.com/item?id=47929510
Chirp chirp