OpenAI misses revenue, is the AI bubble bursting?

whinvik•about 1 hour 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.

therobots927•14 minutes 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-ell1s•about 1 hour 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.

9fwfj9r•about 2 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_kinetist•about 1 hour 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.

threepts•11 minutes ago

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

danaw•about 1 hour ago

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

jaredcwhite•about 2 hours ago

"rapidly evolving industry"

That has always been wildly unprofitable…

mock-possum•about 2 hours ago

God I hope so

ivandenysov•about 2 hours ago

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

brazukadev•about 2 hours ago

or so Sam Altman hopes

ChrisArchitect•about 2 hours ago

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

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

therobots927•about 2 hours ago

So quiet on HN you can hear crickets…

Chirp chirp

brazukadev•about 2 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.

therobots927•about 1 hour ago

Silence is its own kind of loud.

bit1993•about 2 hours ago

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

danaw•about 1 hour ago

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

brazukadev•about 2 hours ago

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

jakeydus•about 1 hour ago

Two birds with one stone thing maybe?

OpenAI misses revenue, is the AI bubble bursting?

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