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Dan Romero
@dwr.eth
My mental model 1. A lot of early OpenAI talent was there for the mission (safe AI), so hard pivot to SaaS products is not mission-aligned 2. Liquidity at $100B means all of these people are post-economic 3. Massive amount of funding available for AI startups (more than any other category in the last 20 years) 4. Unclear if there is a moat with foundational models in the medium term, esp. if you can take all of the lessons and raise a massive amount of funding and go train the next generation model
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Stephan
@stephancill
with the amount of talent/backing/industry secrets etc that openai has wouldn't it make more sense to incubate these ideas within OAI vs duplicating the work?
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Dan Romero
@dwr.eth
Frontier AI is really 20 or so brilliant people. Assuming you have access to the funding and GPUs, you can quickly get to the frontier again. OpenAI is losing a massive amount of money every year despite making a lot. The play is clearly to grab consumer and enterprise market share now with the hope that it will give them a rare "platform" company in the next wave.
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shoni.eth
@alexpaden
Mm after seeing o1 it seems like Ilya blew things out of proportion and made things awkward for leadership but I don't see these companies doing anything major especially given non capitalistic goals. Safe ASI, what is that even? At best ASI that nobody can use seems most likely
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