Lmao this is ridiculous. If MSFT really wanted the tax benefits they should’ve just wholly acquired OAI long ago to acquire the financial synergy you speak of.

It’s irrelevant, Google needs to focus on performance enhancements that the enterprise market segment demands - who only operate in the air of objectivity.

If they can achieve that they will cut off a key source of blood supply to MSFT+OAI. There is not much money in the consumer market segment from subscribers and entering the ad-business is going to be a lot tougher than people think.

I personally know people that used ChatGPT a lot but have recently moved to using Gemini.

There’s a couple of things going on but put simply - when there is no real lock in, humans enjoy variety. Until one firm creates a superior product with lock in, only those who are generating cash flows will survive.

OAI does not fit that description as of today.

I like this. A lot.

Striking deals without a proper vision is a waste of resources. And that’s the path OAI is on.

lol the typical AI boosters are down voting you.

Who cares about semantics.

Ultimately it all boils down to the money - show me the money. OAI have to show money and so do its customers from using this tool.

But nope, the only thing out there where it matters is hype. Nobody is on an earnings call clearly showing how they had a numerical jump in operating efficiency.

Until I see that, this technology has a dated shelf life and only those who already generate immense cash flows will fund its continued existence given the unfavourable economics of continued reinvestment where competition is never-ending.

The "real programming" people are moving the goalposts of their no true scotsman fallacy so fast they're leaving Roadrunner style dust behind them.

Yes, there are things LLMs can't do at all, some where they are actively dangerous.

But also there are decently sized parts of "software development" where any above average LLM can speed up the process as long as whoever is using it knows hot to do so and doesn't fight the tool.

Who cares. Focus on what matters. OAI knows this considering they are dedicating a lot of their resources toward figuring out how to become profitable.

isnt OAI only unprofitable because they are putting all their money into more training?

the product market fit for LLMs is already clearly found, there's just no moat to it. tokens are a commodity

maybe they'll ask cut off the free tiers in 2026 and the only thing left will be China and open router

One thing I’ve noticed is that some folks are over-confident about the benefits of LLM’s and seemingly gloss over the implicit costs.

And for good reason - the ill disciplined human body optimises for short term benefits. The disciplined body recognises the flaw in this and thinks much broader.

Yep when all this blows over, those who were least exposed to LLMs will be the winners. Patience is important and not to be drowned out by the noise.

Say it louder.