So quiet on HN you can hear crickets…

Chirp chirp

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.

Silence is its own kind of loud.

The tide turned the past 2 months. Hype is fading away. This place was really unbearable back then, it’s not so bad now.

This comment is a mandatory mention of Betteridge's law of headlines.

or so Sam Altman hopes

God I hope so

Related:

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

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

"rapidly evolving industry"

That has always been wildly unprofitable…

Anyone else think OpenAI and Anthropic should really be one company?

Why? I don't mind both of them going out of business.

Two birds with one stone thing maybe?

crazy idea but how about we force them to become a public entity since their entire product is built on our stolen IP?

No? Generally, competition is considered good

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?

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.

a 2-3x pricing increase will also lose them customers and still they're likely to be bleeding cash like a stuck pig

Increasing cost will only make people embrace competitor or open source models.

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.

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.

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.

I guess free tokens are over and most providers will move to token based billing soon.

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

Ah that explains handing models over to AWS to run in their data centers

The Dot Com bubble burst and it didn't materially affect anything. Some of the things that failed then even came back later. Buying stuff online ate retail, sadly enough. Some dumb business plans went away, but the core of the commercial web never did. There's an idea, mostly from the anti-AI folks, that AI will magically "go away" once the bubble finally bursts and I hate to burst any more bubbles here but AI isn't going back in the bottle. For better or worse.