"Today I'm going to walk you through a fairly unique position: that OpenAI is just another boring AI startup lacking any meaningful product roadmap or strategy, using the press as a tool to pump its bags while very rarely delivering on what it’s promised.
-
"Today I'm going to walk you through a fairly unique position: that OpenAI is just another boring AI startup lacking any meaningful product roadmap or strategy, using the press as a tool to pump its bags while very rarely delivering on what it’s promised. It is a company with massive amounts of cash, industrial backing, and brand recognition, and otherwise is, much like its customers, desperately trying to work out how to make money selling products built on top of Large Language Models.
OpenAI lives and dies on its mythology as the center of innovation in the world of AI, yet reality is so much more mediocre. Its revenue growth is slowing, its products are commoditized, its models are hardly state-of-the-art, the overall generative AI industry has lost its sheen, and its killer app is a mythology that has converted a handful of very rich people and very few others.
OpenAI spent, according to The Information, 150% ($6.7 billion in costs) of its H1 2025 revenue ($4.3 billion) on research and development, producing the deeply-underwhelming GPT-5 and Sora 2, an app that I estimate costs it upwards of $5 for each video generation, based on Azure's published rates for the first Sora model, though it's my belief that these rates are unprofitable, all so that it can gain a few more users."
https://www.wheresyoured.at/sora2-openai/
#AI #GenerativeAI #OpenAI #ChatGPT #Sora2 #LLMs #AIBubble #AIHype
-
J jwcph@helvede.net shared this topic
