> “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 · 4m 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."
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.