DiscovermuckrAIkersWinter is Coming for OpenAI
Winter is Coming for OpenAI

Winter is Coming for OpenAI

Update: 2024-10-22
Share

Description

Brace yourselves, winter is coming for OpenAI - atleast, that's what we think. In this episode we look at OpenAI's recent massive funding round and ask "why would anyone want to fund a company that is set to lose net 5 billion USD for 2024?" We scrape through a whole lot of muck to find the meaningful signals in all this news, and there is a lot of it, so get ready!


  • (00:00 ) - Intro

  • (00:28 ) - Hot off the press

  • (02:43 ) - Why listen?

  • (06:07 ) - Why might VCs invest?

  • (15:52 ) - What are people saying

  • (23:10 ) - How *is* OpenAI making money?

  • (28:18 ) - Is AI hype dying?

  • (41:08 ) - Why might big companies invest?

  • (48:47 ) - Concrete impacts of AI

  • (52:37 ) - Outcome 1: OpenAI as a commodity

  • (01:04:02 ) - Outcome 2: AGI

  • (01:04:42 ) - Outcome 3: best plausible case

  • (01:07:53 ) - Outcome 1*: many ways to bust

  • (01:10:51 ) - Outcome 4+: shock factor

  • (01:12:51 ) - What's the muck

  • (01:21:17 ) - Extended outro

Links

More on AI Hype (Dying)

Other Sources

Comments 
00:00
00:00
x

0.5x

0.8x

1.0x

1.25x

1.5x

2.0x

3.0x

Sleep Timer

Off

End of Episode

5 Minutes

10 Minutes

15 Minutes

30 Minutes

45 Minutes

60 Minutes

120 Minutes

Winter is Coming for OpenAI

Winter is Coming for OpenAI

Jacob Haimes and Igor Krawczuk