The most prestigious law school admissions discussion board in the world.
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Sam Altman has declared a “Code Red” in an internal memo
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Date: December 2nd, 2025 10:24 AM Author: Plum native The time to get a real, sustainable lead over Alphabet was 2022. They needed to beat them before the Alphabet machine made LLMs a focus. They have the TPUs and the research staff to beat OpenAI.
Apparently they can’t even beat Anthropic either (and based on the Claude “soul” document, I would be a lot more inclined to give them my money over sociopathic Altman). |
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Date: December 4th, 2025 12:42 AM Author: Plum native Things could get fun if they lose a large percentage of customers, which seems likely, and their models don’t dramatically improve soon. These giant data centers they are building are premised on rapidly expanding inference demands. GPUs depreciate quickly, and their current revenue isn’t remotely adequate to pay for all of this crap. Now imagine if Anthropic and Google eat their lunch. If there is an AI bubble, it’s at OpenAI and the failure could be spectacular.
There is little reason to believe the current iteration of reasoning models will become dramatically more reliable and adaptable when trained at greater scale, and that seems to be what they are betting on. No wonder Altman wants federal guarantees of his fraud data centers. |
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