43 pointsby oomuinio7 hours ago11 comments
  • tedd4u39 minutes ago
    This CNBC article is based on a Wall Street Journal article.

    https://archive.ph/mTiIs

    OpenAI Misses Key Revenue, User Targets in High-Stakes Sprint Toward IPO By Berber Jin

    The company’s CFO and board have questioned the wisdom of massive data-center spending in the face of slowing growth

  • whinvik2 hours ago
    Is this article really worth sharing? A speculative headline with no numbers, no estimates, 0 data.

    Feels like click bait and HN is submitting to the bait.

    • therobots927an hour ago
      Oh you want numbers?

      Here’s a number: 3.5

      That’s the number of years until we achieve AGI according to Sam Altman: https://techresearchonline.com/news/sam-altman-predicts-agi-...

      This company’s current valuation is entirely speculative. So if you’re going to criticize the article, maybe direct some of that skepticism towards the company in question.

  • illist-ell1s2 hours ago
    These companies will not be able to keep making large improvements to their models as time goes on. You gotta remember to not be holding the bag when the music stops.
  • 9fwfj9r3 hours ago
    OpenAI had worse models (GPT 5.2 and 5.4) at that time. But now the tables have turned. Would Anthropic face a similar situation since Opus 4.7 falls below expectations?
    • cyber_kinetist2 hours ago
      Claude and Claude Code are still quite useful even when considering the recent degradations, so I don't think corporate users will leave easily especially considering that they're subsidized by their companies. I think the most likely scenario is that Anthropic will remove the Max ($100 / $200) subscriptions (which were the sweet spot for most users) and opt for token-based prices instead, which will make the average cost 2x ~ 3x higher which will keep them afloat in terms of ROI. Performance will plateau though since model research cannot sustain itself any longer, and then it's only a matter of how fast the open-source Chinese models will catch up in efficiency.
      • threeptsan hour ago
        Increasing cost will only make people embrace competitor or open source models.
      • danaw2 hours ago
        a 2-3x pricing increase will also lose them customers and still they're likely to be bleeding cash like a stuck pig
  • jaredcwhite3 hours ago
    "rapidly evolving industry"

    That has always been wildly unprofitable…

  • guluartean hour ago
    I guess free tokens are over and most providers will move to token based billing soon.
  • mock-possum3 hours ago
    God I hope so
  • ChrisArchitect3 hours ago
    Related:

    OpenAI Misses Key Revenue, User Targets in High-Stakes Sprint Toward IPO

    https://news.ycombinator.com/item?id=47929510

  • ivandenysov3 hours ago
    This comment is a mandatory mention of Betteridge's law of headlines.
  • therobots9274 hours ago
    So quiet on HN you can hear crickets…

    Chirp chirp

    • brazukadev3 hours ago
      the more people talk the bigger te chance of it bursting so lots of people will just stay mute hoping it is not the time yet.
  • bit19933 hours ago
    Anyone else think OpenAI and Anthropic should really be one company?
    • danaw2 hours ago
      crazy idea but how about we force them to become a public entity since their entire product is built on our stolen IP?
    • brazukadev3 hours ago
      Why? I don't mind both of them going out of business.
      • 3 hours ago
        undefined
      • jakeydus3 hours ago
        Two birds with one stone thing maybe?