Mastodawn

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.

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Potung Thul Feb 7

@carnage4life

What do you think are their chances of doing, versus dying? It seems to me that even if they die, they could just shrink back their scope and achieve sufficient concentration of talent to stay alive, thrive, and even become the flagship for a smaller number of the fields that you are describing, for example focusing on devices and then they would be able to take the lead and then expand later, if they are able.

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stilescrisis

@potungthul @carnage4life Shrinking and living turns out to be much, much harder than staying small. It would necessarily imply massive layoffs, and that tends to cause your best and brightest to leave too.