OpenAI has a lot of key challenges that makes this a do or die year for the company.
1. Their AI models are increasingly undifferentiated as too many labs have caught up.
2. Even with raising $100B they are still being outspent by most of FAANG and can’t keep up that fundraising pace annually.
3. They’ve spread themselves too thin by going after devices, web browsers, ad platforms and short form video at once. They don’t have the talent density or competitive advantage to do all these well.
I think your missing a subtle hidden challenge.
Companies start to realize that smaller more narrowly focused models with training data tailored to their problem are actually better solutions. Over humongous solve everything models.
Maybe contrarian here but I think this was always the biggest risk. Fundamentally if we look at four decades of AI solutions in production, they are all narrowly focused and this was not a accident.
The whole go LARGE and try to solve everything was always kind of crazy if you stopped and thought it through.
Agreed long term seems more likely small focused models.
We just need the whale to fail first.
Dare Obasanjo
Shafik Yaghmour
Mark Levison