14 ms·
OpenAI Has New Focus (on the IPO)
- openclaw01 7mo ago[dead]
- Iamkkdasari74 7mo ago[flagged]
- wcgan7 7mo agoI thought it is against OpenAI interest to IPO, especially now that it has made a deal with the Pentagon. IPO would likely prevent the company from burning money at the current rate and pursue shorter terms profit.
- jacquesm 7mo agoIt's not about OpenAI's interest, it is about the current stockholders' ability to divest OpenAI stock on people who don't know what the state of affairs in the AI domain is where OpenAI still has tremendous name recognition. If they don't IPO then they'll lose that window of opportunity, the stock market is super precarious right now and if it should tank the IPO window will close for a long time.
- kagi_2026 7mo ago[flagged]
- kagi_2026 7mo ago[flagged]
- sonink 7mo agoFrom the article: "You can see that in the recent iterations of ChatGPT. It has become such a sycophant, and creates answers and options, that you end up engaging with it. That’s juicing growth. Facebook style." This is something I relalized lately. ChatGPT is juicing growth Facebook style. The last time, I asked it a medical question, it answered the question, but ended the answer with something like "Can I tell you one more thing from your X,Y,Z results which is most doctors miss ? " And I replied "yes" to it, and not just once. I was curious what was going on. And Om nails it in this article - they have imported the Facebook rank and file and they are playing 'Farmville' now. I was already not positive of what OpenAI is being seen as a corporate, but a "Facebook" version of OpenAI, scares the beejus out of me.
- kagi_2026 7mo ago[flagged]
- aurareturn 7mo agoI don't have a problem with the suggestions. Google search does the same at the end of searches. It does very often suggest things I want to know more about.
- fhub 7mo agoThen just write the extra paragraph rather than bait?
- IMTDb 7mo agoBait what exactly ? Getting the user to type "yes" ? Great accomplishment. Sometimes I want the extra paragraph, sometimes I don't. Sometimes I like the suggested follow up, sometimes I don't. Sometimes I have half an hour in front of me to keep digging into a subject, sometimes I don't. Why should the LLM "just write the extra paragraph" (consuming electricity in the process) to a potential follow up question a user might, or might not, have ? If I write a simple question I hope to get a simple answer, not a whole essay answering stuff I did not explicitly ask for. And If I want to go deeper, typing 3 letters is not exactly a huge cost.
- knollimar 7mo agoYou send all the tokens an extra time at least
- alex43578 7mo agoI’m not privy to their data on what this does to engagement, but intuitively it seems like the extra inference/token cost this incurs doesn’t align with their current model. If they were doing it to API customers, sure, but getting the free or flat-rate customers to use more tokens seems counterproductive.
- allovertheworld 7mo agoFocus on programming since they just bruteforce the type checkers/compilers to find out if their slop was correct the first time. Basically an illusion. Imagine if they focused on medical tech instead? You cant bruteforce vaccines or radiation therapy
- petcat 7mo ago> they just bruteforce the type checkers/compilers to find out if their slop was correct Have you used an AI coding model at all in the last year and a half? I think your knowledge is pretty outdated now.
- allovertheworld 7mo agoYes, gpt 5.4 always tries to compile/check my c++ code after every prompt. Despite it being in my AGENTS.md to never run builds. Then I have to explicitly mention it, but it will do it again randomly after. What this means is the training/RL was trained with this workflow ;) But as you can tell, this workflow has no uses outside programming. Its just a hack to make it seem like the model is smart, but in fact its just them performing loops to get it right.
- dana321 7mo agoAll the models ignore specific instructions most of the time. It requires follow-up instructions to get it to do what you want. By the time its farted around and you have farted around reprompting it you could have done the change yourself.
- keyle 7mo agoTime to jump ship. I have noticed 5.3 in xtra high was a turd today. High used to be enough for most of my use cases. xhigh used to surprise me. Now it's incapable of following the very first instructions. I just hope open source models get as good as last few month's top models before the enshittification has gone too far.
- girvo 7mo agoQwen3.5 (-plus, which isn’t actually open to be fair) is surprisingly decent I’ve found.
- andreynering 7mo agoKimi K2.5 has been great in my experience.
- danny_codes 7mo agoExactly. Open models are a wrench in monetization plans. If a free model exists, and it’s ad free, then why pay for the proprietary model that comes with ads? It’s a worse product! Presumably you’d just use the better experience at that point
- aurareturn 7mo agoOne thing odd, maybe just to me, is why OpenAI has been stuffing its ranks with former Facebookers who are known to juice growth, find edges, and keep people addicted. They have little background in getting enterprises to buy into a product. Simo herself ran the Facebook app. That organization’s genius is consumer engagement: behavioral hooks, dopamine loops, the relentless optimization of the feed. You can see that in the recent iterations of ChatGPT. It has become such a sycophant, and creates answers and options, that you end up engaging with it. That’s juicing growth. Facebook style. This is because ChatGPT is gearing up to sell ads. It's the only way to sustain a free chat service in the long term. Ads require engagement and usage. Hiring former Meta employees for this is smart business - even if HN crowd doesn't like it. People say OpenAI is burning money and is on the verge of collapse. The same people will say OpenAI building an ads business on ChatGPT is "enshittifcation". These people are quite insufferable, no offense to the many who are exactly as I described.
- reactordev 7mo ago100%. It’s about to become the sleaziest used car salesman the internet has ever seen.
- deanc 7mo agoAI is ubiquitous to the point where it's permeating almost every desk job in the world. Even those who don't work are using AI to help them find work, research health problems, ask questions about their daily life. I can't think of anything else since the invention of the internet that has had this much of an impact on people's lives. People will have to pay for this. I don't see it being free for long other than a few chats a day. If most people in the world are paying 10-200 bucks a month then AI companies will make money, and I doubt they will need to rely much on ads at all.
- pipnonsense 7mo agoOr people are just using as much because it is free.
- bananaflag 7mo ago
- rvz 7mo agoThe "I" in AGI stands for IPO.
- cmiles8 7mo agoThere’s a strong chance the IPO window has passed. I just don’t see investors willing to jump in here given all the questions about the financial viability of AI. The bulk of those investing now are broadly just pumping cash into the fire to keep their prior investments from going to zero. We have hit a mass deceleration of what the current tech can do with transformers. The tech is also on a path to hyper-commoditization which will destroy the value of the big players as there zero moat to be had here. Absent a new major breakthrough it looks like we’re well on our way into the “trough of disillusionment” for the current AI hype cycle. Will be interesting to see how all this plays out, but get your popcorn ready.
- newsclues 7mo agoUnless the play is the fleece retail investors
- thegreatpeter 7mo agoRetail investors do just fine fleecing themselves on their own The term fleecing means „there’s nothing left here, jump ship”. Do you really believe they’re going public to cash out this early in the game?
- cmiles8 7mo agoTrue, although even here there likely aren’t enough retail suckers to go around given the amount of initial investment folks need to cash in. Thats the challenge when you have so much crazy pre-IPO cash pumped in. After you float you still need to sell all those shares at the valuations you want to exit. If they floated say 10% of shares to go public and the price tanks everyone else trying to exit loses their shirt so it’s not a magic exit for the early investors.
- Ekaros 7mo agoThe size of these companies make be doubtful of retail being able to fund them. There being enough retail investors with enough liquid funds who are willing to jump on this. Lot of retail is in various funds. So those doing active management to scale of this is questionable. And then you most likely also have downward pressure for those that try to bet against these IPOs...
- spacecadet 7mo agoAs I said, from AGI to IPO and everyone will forget and move on.
- spacecadet 7mo agoOh now this gets up votes? Few weeks ago nothing but down votes. I guess I'll see you babies at the raid on the OpenAI data center?
- spacecadet 7mo agoThere we go, gluten for punishment, you spiteful nerds.
- pop_calc 7mo agoIs it just me, or has Om become almost entirely unreadable of late? This post is 80% posturing about the WSJ's ‘narrative’ and 20% vague metaphors about ‘souls’ and ‘spigots’. It’s essentially tech-themed poetry. I appreciate he’s cynical about the AI hype cycle, but there’s absolutely no signal here. Ben Thompson might be equally enamoured with his own voice, but he at least tethers his ego to actual unit economics and a framework you can test. Om is just sharing a mood board and calling it analysis
- chirau 7mo agoHow does a non-employee get exposure to the OpenAI IPO?
- DaedalusII 7mo agosimple, just have a private bank relationship jpm and gs will let you open an account in the us if you have $50m cash
- avnfish 7mo agoThere are some side-bet experiments like $2Mn on Hyperliquid[1], $1Mn on Polymarket[2] which are available to everyone. Unfortunately companies stay private for longer these days and a seat at the big boy table is de facto impossible [1] https://app.hyperliquid.xyz/trade/vntl:OPENAI https://app.hyperliquid.xyz/trade/vntl:OPENAI [2] https://polymarket.com/event/openai-ipo-closing-market-cap-above https://polymarket.com/event/openai-ipo-closing-market-cap-a...
- zurfer 7mo agoBuy public openai investors, e.g. Microsoft. It's diluted but easy.
- fjni 7mo agoLess diluted, but still: https://fundrise.com/vcx https://fundrise.com/vcx
- lelanthran 7mo agoPolymarket. You can bet on the price direction, the thresholds, the durations to hit those thresholds...
- jrjeksjd8d 7mo agoThe quoted revenue numbers seem insane, but I guess it's the result of corporate deals where every developer seat is hundreds of dollars a month? My job has been publicly promoting who's on top of the "AI use dashboard" while our whole product falls apart. Surely this house of cards has to collapse at some point, better get public money before it does.
- MeetingsBrowser 7mo agoAt least I’m not alone. My company has a vibe coded leaderboard tracking AI usage. Our token usage and number of lines changed will affect our performance review this year.
- dgellow 7mo agoCould you both name and shame?
- porridgeraisin 7mo agoName pretty much any company. Every one of my friends have said their company is doing this. Across 3 countries mind you. Especially if they already use microsoft office suite. Those folks got sold copilot on a deal it seems.
- eikenberry 7mo agoOpposite. Everyone of my friend's companies don't do this. They all work at smaller companies though, which I bet is the difference.
- MeetingsBrowser 7mo agoI work at a smaller company that does this.
- eikenberry 7mo ago
- tyleo 7mo agoChatGPT seems to have become a LinkedIn lunatic. I just asked Opus and ChatGPT to explain bitonic sort: Opus: Let me build an interactive explainer for bitonic sort (builds diagram/no nonsense) GPT: "This algorithm feels weird but once you see it it clicks" (Emoji) The Core Idea ...; (Emoji) High-Level Flow ...; (Emoji) Superpower ...; (Emoji) Why You Should Care; "If you want, I can: ... (things it wants me to do next)"
- phreack 7mo agoIf I end up using ChatGPT for any reason, I always preface with something like "2 sentences maximum. No emojis. Be professional." at the very least. It tends to improve things a bit.
- adonese 7mo agoYeah I don't know what this new clickbait persona they added to 5.4
- throwa356262 7mo agoI have a system instruction for chatgpt to never use emojiis. It ignores it half of the time. I can see why you would want to have something like this in a live weapon system :) ;) (>
- Mashimo 7mo agoHave you tried the settings for emoji use? https://chatgpt.com/#settings/Personalization https://chatgpt.com/#settings/Personalization
- throwa356262 7mo agoI have :(
- terhechte 7mo agoChatGPT allows setting a "personality" profile Settings -> "Base style and tone". Try the "Efficient" setting. Its great. no emoji, no clickbait.
- wewewedxfgdf 7mo agoOpenAI needs to focus on how Claude is leaving them in the dust for LLM assisted coding.
- TranquilMarmot 7mo ago.... did you read the post? Half of it is about this
- briHass 7mo agoAre they? I'd put Codex 5.3 on par with CC for almost every task, and OAI has been rapidly updating their app, with a major initial release for Windows just a few weeks ago. Quotas are a moving target, but right now, Codex offers a better value by far, being very usable at the $20 level. I don't have a dog in this race other than competition keeping them all honest. Claude led for so long, but I think that early lead has blinded many to how close it is now. The only one really eating dust is Google. What a terrible offering. I wish it wasn't so, because they could really apply some price pressure to the competition with their scale and integration.
- orphea 7mo agoI've been using 5.3-Codex. I cannot proof because it's subjective, but I have better results (you could say more reasonable) with it than 4.6 Opus. GPT-5.4 one-shot a cross-language issue (a C++ repo + some amount of Lua), Opus kept hallutinating. This was debugging, not codegen.
- uncacheable8874 7mo ago[dead]
- TranquilMarmot 7mo agoIt's from yesterday
- porridgeraisin 7mo agoIn general "stickyness" among developers isn't that high, the way it is for consumers. Or the insane stickyness in "big boy contracts" government, accenture, etc,. So I feel like the company which does these huge contracts will at the end eat up the coding business for nothing. The only way to avoid that is for anthropic to build up a huge IP lead in the code agent space. That is too difficult in my opinion. Because its hard to get exclusive access to code itself, the data advantage is not going to be there. Compute advantage is also difficult. And it's very difficult to hold on to architectural IP advantages in the LLM space. Even if you get yourself embedded deep into traditional coding workflows (integrations with VCS, CI, IDEs, code forges, etc), usually SW infrastructure tends to like things decoupled through interfaces. Example: the most popular way to using code agents is the separate TUI application claude code which `cat`s and `grep`s your code. MCP, etc,. This means substitute-ability which is bad news. I was thinking of ways these companies can actually get the coding business. One idea I had was to make proprietary context management tools that collect information over time and keep them permanent. And proprietary ways to correctly access them when needed. Here lock-in is real - you do the usual sleazy company things, you make it difficult to migrate "org understanding" out of your data format (it might even be technically difficult in reality). And that way there is perpetual lock-in. It even compounds over time. "Switch to my competitor and start your understanding from scratch reducing productivity by 37%, OR agree to my increased prices!". But amazing context management for coding tools is yet to be developed. Right now it is mostly slicing and combining a few markdown files, and `grep`, which is not exactly IP. "The moat is state"
- poopdick 7mo ago[dead]
- sireat 7mo agoThe latest clickbait style can be mitigated by custom instructions. I use: "Tell it like it is; don't sugar-coat responses. Use academic university level explanations unless instructed otherwise. Do not end with teaser offers or curiosity hooks. Give the full answer immediately. If related topics exist, show them as a brief bullet list. Use professional language and style." Now I actually often like the related topics hooks, just not the clickbaity version from last few weeks. If not for Codex performing so well for me from VS Code I'd happily migrate to Claude or Gemini.
- dannyfritz07 7mo agoHey. That's curiously similar to my instructions. Weird! "Tell it like it is; don't sugar-coat responses. No em-dashes. Academic tone. Please do not go into detail unless asked to. Provide links for more information at the end. I am a software developer that uses Linux and GrapheneOS. I read Wikipedia, studies, and white papers to make decisions. I appreciate cited figures and facts from trusted sources."
- ModernMech 7mo agoI got an ad for the first time in ChatGPT yesterday. Expected, but no thanks, I'm already done with this new focus.
- lemonish97 7mo agounfortunately, that seems to be the eventual turn for any ai company, once they reach a user buy-in cliff
- aurareturn 7mo agoYou can switch to another free LLM chat app that doesn't have ads. No problem until those inevitably must add ads to survive.
- ModernMech 7mo agoMy hope is that we can get to the point I can run good-enough models on local hardware before they are all ad laden.
- aurareturn 7mo agoYou can already do this. Get an M5 Max with 129GB model and run a Qwen model. Or with for an M5 Ultra with 512GB of RAM and run Deepseek/Kimi/larger Qwen.
- gogasca 7mo ago[dead]
- maxothex 7mo ago[dead]
- tmatsuzaki 7mo agoI feel like OpenAI has been executing extremely well since it started leaning harder into Codex. Right now, the people who really see it are power users of AI and software engineers. Most equity investors still don’t seem to get it. It feels like the calm before the storm. A lot of the groundwork is being laid quietly beneath the surface. And at least in the country where I live, I can already feel real momentum building around enterprise adoption, both in terms of partnerships and go-to-market structure.
- danny_codes 7mo agoThe question is, does the storm result in a winner take all, or do companies go, hey look at that open model that has roughly the same performance, let me buy that from AWS for 1/50th the cost. Curious to see how companies react in the inevitable post-subsidized world
- Aboutplants 7mo agoWhat happens when Microsoft stops using ChatGpt as their main LLM for CoPilot? I feel the death knell when that occurs
- rasputin243 7mo agojust today, MS announced that gpt-5.3-codex will become Copilot’s new base model. It is also the first LTS model that will be supported until 2027. https://github.blog/changelog/2026-03-18-gpt-5-3-codex-long-term-support-in-github-copilot/ https://github.blog/changelog/2026-03-18-gpt-5-3-codex-long-...
- lemonish97 7mo agoThat's github copilot though, which is different (gh is msft, but here you have the option to choose other models too). Their regular copilot app and the one on windows still uses oai as their base model, which can hurt oai, if they choose to move away from it
- RugnirViking 7mo agoi'm confused - did you miss that codex 5.3 is also an openai model?
- a_victorp 7mo agoIt's unlikely to happen because of the deal MS has with OAI. It's hard to ignore a percentage of revenue as money back guarantee
- outside1234 7mo ago"IPO to dump this pile of debt that is about to collapse on unsuspecting index fund buyers"
- owenthejumper 7mo agoThey have a bunch of mental health related lawsuit on them, yet last week I got an OpenAI newsletter suggesting I ask chatgpt about breathing exercises, mental health, etc. They are absolutely farming engagement.
- realaliarain74 7mo ago[dead]
- hypercoiner28 7mo ago[dead]
- gz5 7mo ago>That’s juicing growth. Facebook style yes, the sycophant noted by Om, but also: + asking you (prompting the human?) to keep the convo going in very specific ways + seemingly more personalization each day both unfortunately crowd out the long tail which LLMs might otherwise help us explore, but of course the algorithms prefer putting us in positive feedback loops in echo chambers we like (and are conditioned to like)
- focusgroup0 7mo agoWhen all else fails, dump on Retail
- sieste 7mo agoDoes an IPO make a government bailout more likely if they go bust?
- deleted 7mo ago[deleted]
- scammer228 7mo ago[dead]
- a7om_com 7mo ago[flagged]
- AbstractH24 7mo agoI still find it mind-boggling that I deleted my ChatGPT account back when that DoD thing happened, and my life has been no different. Amazing that a few years ago Claude and Gemini didn't exist (one of those was barely useable a year ago even)
- pugchat 7mo ago[flagged]