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Waiting for the "OpenAI has no moat" crowd to chime in while they keep releasing new features and dominating market share. (And yeah, they just got half a tril

Waiting for the "OpenAI has no moat" crowd to chime in while they keep releasing new features and dominating market share. (And yeah, they just got half a trillion). Edit: Downvote all you want, reality won't change. Oh, what happened with "Scarlett Johansson will take down OpenAI because she invented speaking like a woman", literally nothing. What about "AI will never replace Hollywood actors". What about that time when "OpenAI was done because Ilya was leaving". What a bunch of fools, lmao. I'm not a fan of Sam Altman, but I'm also not deluded.

kristofferR 2y ago
From what they've shown so far, this is just an old Anthropic feature. They haven't got half a trillion either, look up more details. It's a wish they have, funding right now amounts to around $100 billion
- philipwhiuk 2y ago
  Maybe 200 top-line - 100 from MGX and the same from Softbank and Oracle et al.
- moralestapia 2y ago
  [flagged]
  - achierius 2y ago
    Then why not say that in the first place? It's not very charitable to get upset with someone for correcting an incorrect number you yourself stated. Also, what's up with the faux-stutter?
    - aipatselarom 2y ago
      Why? The official announcement is a $500B commitment. Even if they "only get $100B" (which I doubt) do you think that will somehow be detrimental to OpenAI? Do you understand how much money a hundred billion dollars is?
alexhjones 2y ago
This seems more like a catch-up to other similar tools - still cool though. The half a trillion is openai agreeing to raise funds and contribute to the half trillion, not them getting it all.
kristopolous 2y ago
I thought it was a general fund for ai related stuff. Was this all for a single company?
- moralestapia 2y ago
  It's for OpenAI.
  - kristopolous 2y ago
    I'm looking at the reuters article: https://www.reuters.com/technology/artificial-intelligence/trump-announce-private-sector-ai-infrastructure-investment-cbs-reports-2025-01-21/ https://www.reuters.com/technology/artificial-intelligence/t... Unless it's misrepresented, this looks like an earmarked VC fund
sergiotapia 2y ago
https://github.com/bytedance/UI-TARS-desktop https://github.com/bytedance/UI-TARS-desktop - I think it is proven there is no moat here. As much as there is a moat on "water" or "electricity" or "chicken breast". Intelligence will be sold for fractions of pennys.
- kristopolous 2y ago
  I was surprised by bytedance doing ai but really, they're the only social media company that has done the "suggested/for you" feature in way that everybody isn't aghast by.
- moralestapia 2y ago
  Oh yeah, how could I forget about an obscure repo from a company that's getting banned from the US! It's simple, with trillions at play, if it's so easy to steal OpenAI's game, why has no one done it yet? Don't "argue" about it, just go and grab the money, it's easy, right?
  - sergiotapia 2y ago
    Just dropped, 5x cheaper than Deepseek, which was already bonkers cheap. No moat. https://x.com/deedydas/status/1882479771428544663 https://x.com/deedydas/status/1882479771428544663
VincentEvans 2y ago
The announcement of investing $500B with the proposed benefit of creating $100K jobs - to my amazement did not produce any commentary that I came across raising questions about the ROI of spending $5M per job created. I mean it’s all right there in the announcement! For instance, the American Recovery and Reinvestment Act (ARRA) of 2009, which allocated approximately $787 billion, was estimated to have created or saved between 2.4 and 3.6 million jobs by early 2011. This translates to a cost of roughly $218,000 to $328,000 per job In contrast, a study summarized by economist Valerie Ramey in 2011 found that each $35,000 of government spending produced one extra job. Federal Highway Administration estimated that every $1 billion in federal highway and transit investment supports approximately 13,000 jobs for one year, equating to about $77,000 per job. https://en.wikipedia.org/wiki/American_Recovery_and_Reinvestment_Act_of_2009 https://en.wikipedia.org/wiki/American_Recovery_and_Reinvest... https://www.nber.org/system/files/working_papers/w17787/w17787.pdf https://www.nber.org/system/files/working_papers/w17787/w177... https://www.fhwa.dot.gov/policy/otps/pubs/impacts/ https://www.fhwa.dot.gov/policy/otps/pubs/impacts/
- insane_dreamer 2y ago
  They also gave no indication of what types of jobs were going to be created. It's pretty hot-air. If the goal is to create data centers for more AI training, you can rest assured that depends on creating as few jobs as possible in order to keep labor costs down and have more to spend on hardware and energy.
- thatguymike 2y ago
  None of the $500B comes from the government, so the cost is $0 of government spending per job.
achierius 2y ago
What reality is this? - OpenAI hasn't gotten any money yet, not even $100b - OpenAI is releasing this feature after Anthropic - AI has yet to replace any significant fraction Hollywood actors I'm not disagreeing that these things might happen, but you have to be cognizant of the fact that you're talking projections of the future -- not assessments of the here-and-now.
deleted 2y ago
[deleted]
JTyQZSnP3cQGa8B 2y ago
Why cheer for a private company that does not care about anyone and wants to replace the internet with their crappy interface?

kristofferR 2y ago

From what they've shown so far, this is just an old Anthropic feature. They haven't got half a trillion either, look up more details. It's a wish they have, funding right now amounts to around $100 billion

philipwhiuk 2y ago
Maybe 200 top-line - 100 from MGX and the same from Softbank and Oracle et al.
moralestapia 2y ago
[flagged]
- achierius 2y ago
  Then why not say that in the first place? It's not very charitable to get upset with someone for correcting an incorrect number you yourself stated. Also, what's up with the faux-stutter?
  - aipatselarom 2y ago
    Why? The official announcement is a $500B commitment. Even if they "only get $100B" (which I doubt) do you think that will somehow be detrimental to OpenAI? Do you understand how much money a hundred billion dollars is?

alexhjones 2y ago

This seems more like a catch-up to other similar tools - still cool though. The half a trillion is openai agreeing to raise funds and contribute to the half trillion, not them getting it all.

kristopolous 2y ago

I thought it was a general fund for ai related stuff. Was this all for a single company?

moralestapia 2y ago
It's for OpenAI.
- kristopolous 2y ago
  I'm looking at the reuters article: https://www.reuters.com/technology/artificial-intelligence/trump-announce-private-sector-ai-infrastructure-investment-cbs-reports-2025-01-21/ https://www.reuters.com/technology/artificial-intelligence/t... Unless it's misrepresented, this looks like an earmarked VC fund

sergiotapia 2y ago

https://github.com/bytedance/UI-TARS-desktop https://github.com/bytedance/UI-TARS-desktop - I think it is proven there is no moat here. As much as there is a moat on "water" or "electricity" or "chicken breast". Intelligence will be sold for fractions of pennys.

kristopolous 2y ago
I was surprised by bytedance doing ai but really, they're the only social media company that has done the "suggested/for you" feature in way that everybody isn't aghast by.
moralestapia 2y ago
Oh yeah, how could I forget about an obscure repo from a company that's getting banned from the US! It's simple, with trillions at play, if it's so easy to steal OpenAI's game, why has no one done it yet? Don't "argue" about it, just go and grab the money, it's easy, right?
- sergiotapia 2y ago
  Just dropped, 5x cheaper than Deepseek, which was already bonkers cheap. No moat. https://x.com/deedydas/status/1882479771428544663 https://x.com/deedydas/status/1882479771428544663

VincentEvans 2y ago

The announcement of investing $500B with the proposed benefit of creating $100K jobs - to my amazement did not produce any commentary that I came across raising questions about the ROI of spending $5M per job created. I mean it’s all right there in the announcement! For instance, the American Recovery and Reinvestment Act (ARRA) of 2009, which allocated approximately $787 billion, was estimated to have created or saved between 2.4 and 3.6 million jobs by early 2011. This translates to a cost of roughly $218,000 to $328,000 per job In contrast, a study summarized by economist Valerie Ramey in 2011 found that each $35,000 of government spending produced one extra job. Federal Highway Administration estimated that every $1 billion in federal highway and transit investment supports approximately 13,000 jobs for one year, equating to about $77,000 per job. https://en.wikipedia.org/wiki/American_Recovery_and_Reinvestment_Act_of_2009 https://en.wikipedia.org/wiki/American_Recovery_and_Reinvest... https://www.nber.org/system/files/working_papers/w17787/w17787.pdf https://www.nber.org/system/files/working_papers/w17787/w177... https://www.fhwa.dot.gov/policy/otps/pubs/impacts/ https://www.fhwa.dot.gov/policy/otps/pubs/impacts/

insane_dreamer 2y ago
They also gave no indication of what types of jobs were going to be created. It's pretty hot-air. If the goal is to create data centers for more AI training, you can rest assured that depends on creating as few jobs as possible in order to keep labor costs down and have more to spend on hardware and energy.
thatguymike 2y ago
None of the $500B comes from the government, so the cost is $0 of government spending per job.

achierius 2y ago

What reality is this? - OpenAI hasn't gotten any money yet, not even $100b - OpenAI is releasing this feature after Anthropic - AI has yet to replace any significant fraction Hollywood actors I'm not disagreeing that these things might happen, but you have to be cognizant of the fact that you're talking projections of the future -- not assessments of the here-and-now.

deleted 2y ago

[deleted]

JTyQZSnP3cQGa8B 2y ago

Why cheer for a private company that does not care about anyone and wants to replace the internet with their crappy interface?