Brace yourselves, winter is coming for OpenAI - atleast, that's what we think. In this episode we look at OpenAI's recent massive funding round and ask "why would anyone want to fund a company that is set to lose net 5 billion USD for 2024?" We scrape through a whole lot of muck to find the meaningful signals in all this news, and there is a lot of it, so get ready!
- (00:00) - Intro
- (00:28) - Hot off the press
- (02:43) - Why listen?
- (06:07) - Why might VCs invest?
- (15:52) - What are people saying
- (23:10) - How *is* OpenAI making money?
- (28:18) - Is AI hype dying?
- (41:08) - Why might big companies invest?
- (48:47) - Concrete impacts of AI
- (52:37) - Outcome 1: OpenAI as a commodity
- (01:04:02) - Outcome 2: AGI
- (01:04:42) - Outcome 3: best plausible case
- (01:07:53) - Outcome 1*: many ways to bust
- (01:10:51) - Outcome 4+: shock factor
- (01:12:51) - What's the muck
- (01:21:17) - Extended outro
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