David Gerardsora's competitors loudly proclaim THIS IS FINE
i don't believe any of the claims of "cash-flow positive" in this story. remember that private companies are broadly able to *lie their asses off* if it's not to an investor
CartyBoston@davidgerard I have lied my ass off to investors, as a VP of Engineering at various startups that was an important part of my job.
Not proud of it.
gaytabase@davidgerard i don't care if they're cashflow positive even. there is no way they've sunk the amount of money in to get it good enough that it will make money in the longer term. any customers are clearly temporary.
@dysfun also "cashflow positive" from one of these guys tends to mean "if we carefully leave out most of the costs"
PassengerIt has also been theorised, by some people who have been right before, that this is OpenAI getting out ahead of very damaging things emerging about how Sora has been used.
I guess we'll find out.
Kiloku - Secretário do Caos@davidgerard but can't any public statement count as being "to investors"? Didn't Elon Musk just lose a lawsuit because of that?
@Kiloku Twitter was a public company, these are not
and in general you could sue i guess, can you show standing to do so?
redsakana@davidgerard Especially small-to-mid size AI bros seem to love using some extremely gerrymandered definition of "inference cost" (always rapidly going down!) to show that they are "cash-flow positive" (for their 10-20 paying customers, ignoring the 1000-2000 free tier users).
All the other bills in the pile? Softbank promised to foot 'em so they don't count.
Simon newslttrs.com@davidgerard I love how the company they quote as having a positive cashflow is actually called Mirage.