> “As long as we’re on this very distinct curve of the model getting better and better, I think the rational thing to do is to just be willing to run the loss for quite a while,” Altman [said]
It’s not clear he can keep playing this card, as the GPT-5 announcement day this week marked a point where the reality is clear that the gap between frontier lab foundation models has shrank dramatically. OpenAI no longer has a significant lead, and more importantly, the tech itself might be starting to mature.
belter•2h ago
Most relevant is this: "OpenAI’s annual recurring revenue is now on track to pass $20 billion this year, but the company is still losing money."
thoughtpeddler•1h ago
Theoretically they can just flip a switch and double or triple the price of their paid products, and/or start charging a substantial portion of free users, and no longer lose money. We don't know all the details.
thoughtpeddler•2h ago
It’s not clear he can keep playing this card, as the GPT-5 announcement day this week marked a point where the reality is clear that the gap between frontier lab foundation models has shrank dramatically. OpenAI no longer has a significant lead, and more importantly, the tech itself might be starting to mature.
belter•2h ago
thoughtpeddler•1h ago