Comment by ryanSrich

Comment by ryanSrich a day ago

97 replies

I think there are two things that happened

1. OpenAI bet largely on consumer. Consumers have mostly rejected AI. And in a lot of cases even hate it (can't go on TikTok or Reddit without people calling something slop, or hating on AI generated content). Anthropic on the other hand went all in on B2B and coding. That seems to be the much better market to be in.

2. Sam Altman is profoundly unlikable.

nl a day ago

> Consumers have mostly rejected AI.

People like to complain about things, but consumers are heavily using AI.

ChatGPT.com is now up to the 4th most visited website in the world: https://explodingtopics.com/blog/chatgpt-users

  • drawfloat a day ago

    We’ve seen many times that platforms can be popular and widely disliked at the same time. Facebook is a clear example.

    The difference there is it became hated after it was established and financially successful. If you need to turn free visitors in to paying customers, that general mood of “AI is bad and going to make me lose my job/fuck up society” is yet another hurdle OpenAI will have to overcome.

    • philistine a day ago

      Yeah, every single big website is totally free. People have complex emotions toward Facebook, Instagram and TikTok, but they don't have to pull out their wallet. That's a bridge too far for many people.

  • ryanSrich a day ago

    Are they paying through? Reddit was also popular for a long time and didn't make much money.

    My point was more that it seems this wave of AI is more profitable if you're in B2B vs. B2C.

    • simianwords a day ago

      It’s incorrect to point out that consumers have rejected AI.

      The strategy here is more valid in my opinion. The value in AI is much more legible when the consumer uses it directly from their chat UI than whatever enterprises can come up with.

      I can suggest many ways that consumers can use it directly from chat window. Value from enterprise use is actually not that clear. I can see coding but that’s about it. Can you tell me ways in which enterprises can use AI in ways that is not just providing their employees with chaggpt access?

cschep a day ago

#2 cannot be understated

  • edoceo a day ago

    Was the golden boy for a while? What shifted? I don't even remember what he did "first" to get the status. Is it maybe just a case of familiarity breeding contempt?

    • icepush a day ago

      It is starting to become clear to more and more people that Sam is a dyed in the wool True Believer in AGI. While it's obvious in hindsight that OpenAI would never have gotten anywhere if he wasn't, seeing it so starkly is really rubbing a lot of people the wrong way.

      • justcool393 a day ago

        it's even worse than that and i hope people recognize that it's not that he's a True Believer (though the TBs are often hilarious)

        it's that he has no ethics to speak of at all. it's not that he's out of touch, it's that he simply does not care.

      • munksbeer a day ago

        Why would him believing in AGI make people dislike him?

        He is clearly disliked by a lot of tech community, I don't see his AGI belief as a big part of that.

        • icepush 13 hours ago

          Well, in the world where AGI is created and it goes suboptimally, everybody gets turned into computronium and goes extinct, which is a prospect some are miffed about. And, in the world where it goes well, no decision of any consequence is made by a human being ever again, since the computer has planned every significant life event since before their birth. Free will in a very literal sense will have been erased. Sam being a true believer means he is not going to stop working until one of these worlds comes true. People who understand the stakes are understandably irked by him.

    • PunchyHamster a day ago

      Well, he made mistake many billionaires do, he opened his mouth with his own thoughts, instead of just reading what PR department told him to read

    • pinnochio a day ago

      All the manipulation and lying that got him fired.

      • chihuahua a day ago

        He is a pretty interesting case. According to the book "Empire of AI" about OpenAI, he lies constantly, even about things that are too trivial to matter. So it may be part of some compulsive behavior.

        And when two people want different things from him, he "resolves" the conflict by agreeing with each of them separately, and then each assumes they got what they wanted, until they talk to the other person and find out that nothing was resolved.

        Really not a person who is qualified to run a company, except the constant lying is good for fundraising and PR.

  • 3kkdd a day ago

    Indeed. Sama seems to be incredibly delusional. OAI going bust is going to really damage his well-being, irrespective of his financial wealth. Brother really thought he was going to take over the world at one point.

    • ambicapter a day ago

      Scariest part is it probably won't, and he'll be back in five year with something else.

      • oska 7 hours ago

        Do you see Sam Bankman-Fried getting reinstated?

        I don't and I see Sam Altman as a greater fraud than that (loathsome) individual. And I don't think Sam gets through the coming bubble pop without being widely exposed (and likely prosecuted) as a fraudster.

raw_anon_1111 a day ago

Instead of anecdotes about “what you saw on TikTok and Reddit”, it’s really not that hard to lookup how many paid users ChatGPT has.

Besides OpenAI was never going to recoup the billions of dollars based on advertising or $20/month subscriptions

okhobb a day ago

Is CEO likeability a reliable predictor?

  • catdog a day ago

    I think it depends how visible the CEO is to (potential) customers, in this case very visible, he is in the media all the time.

  • pizlonator a day ago

    good point.

    I don't think it is at all

    The CEO just has to have followership: the people who work there have to think that this is a good person to follow. Even they don't have to "like" him

    • LunaSea a day ago

      Ask Tesla about the impact of their CEOs likeability on their sales.

g947o a day ago

> OpenAI bet largely on consumer

Source on that?

Lots of organizations offer ChatGPT subscriptions, and Microsoft pushes Copilot as hard as it can which uses GPT models.

BoredomIsFun a day ago

Those who is publicly hating LLMs still use them though, even for the stuff the claim to hate, like writing fanfic.

[removed] a day ago
[deleted]
senordevnyc 19 hours ago

HN is such a bubble. ChatGPT is wildly successful, and about to be an order of magnitude more so, once they add ads. And I have never heard a non-technical person mention Altman. I highly doubt they have any idea who he is, or care. They’re all still using ChatGPT.

  • filoeleven 11 hours ago

    > and about to be an order of magnitude more so, once they add ads.

    How do you figure?

jackblemming a day ago

You have to give credit to Sam, he’s charismatic enough to the right people to climb man made corporate structures. He was also smart enough to be at the right place at the right time to enrich himself (Silicon Valley). He seems to be pretty good at cutting deals. Unfortunately all of the above seems to be at odds with having any sort of moral core.

  • 3kkdd a day ago

    Ermmm what?

    He and his personality caused people like Ilya to leave. At that point the failure risk of OAI jumped tremendously. The reality he will have to face is, he has caused OAIs demise.

    Perhaps hes ok with that as long as OAI goes down with him. Would expect nothing less from him.

    • 9dev a day ago

      All this drama is mostly irrelevant outside a very narrow and very online community.

      The demise of OpenAI is rooted in the bad product market fit, since many people like using ChatGPT for free, but fewer are ready to pay for it. And that’s pretty much all there is to it. OpenAI bet on consumers, made a slopstagram that unsurprisingly didn’t revolutionise content, and doesn’t sell as many licenses as they would like.

      • randomNumber7 a day ago

        Imo they'll soon make a lot of money with advertisement. Whenever chatgpt brings you to some website to buy a product they will get some share.

    • CamperBob2 a day ago

      Ilya took a swing at the king and missed. It would have been awkward to hang around after that debacle.

    • [removed] a day ago
      [deleted]
moomoo11 a day ago

I actually think Sam is “better” than say Elon or Dario because he seems like a typical SF/SV tech bro. You probably know the type (not talking about some 600k TC fang worker, I mean entrepreneurs).

He says a lot of fluff, doesn’t try to be very extreme, and focuses on selling. I don’t know him personally but he comes across like an average person if that makes sense (in this environment that is).

I think I personally prefer that over Elon’s self induced mental illnesses and Dario being a doomer promoting the “end” of (insert a profession here) in 12 months every 6 months. It’s hard for me to trust a megalomaniac or a total nerd. So Sam is kinda in the middle there.

I hope OpenAI continues to dominate even if the margins of winning tighten.

  • ryanSrich a day ago

    Elon is one of the most unlikable people on the planet, so I wouldn't consider him much of a bar.

    • jacquesm a day ago

      Hah, you beat me to it, serves me right for writing longer comments. Have an upvote ;)

    • moomoo11 a day ago

      It’s kind of sad. I can’t believe I used to like him back in the iron man days. Back then I thought he was cool for the various ideas and projects he was working on. I still think many of those are great but he as a person let me down.

      Now I have him muted on X.

      • jordanb a day ago

        Back then he had a PR firm working for him, getting him cameos and good press. But in 2020 he fired them deciding that his own "radically awesome" personality doesn't need any filtering.

        Personally I don't think Elon is the worst billionaire, he's just the one dumb enough to not have any PR (since 2020). They're all pretty reprehensible creatures.

      • miroljub a day ago

        > Now I have him muted on X.

        Props to him for letting people mute him on his own platform. The issue with Sam and OpenAI is they their bias on any controversional topic can't be switched off.

      • mattmanser a day ago

        But you're still on Twitter and calling it X...

        • moomoo11 11 hours ago

          So? I bet you think you're clever. You're using platforms daily that are ran by insane people. Don't forget that the internet itself was a military invention.

  • krupan a day ago

    Not extreme? Have you seen his interviews? I guess his wording and delivery are not extreme, but if you really listen to what he's saying, it's kinda nuts.

    • pinnochio a day ago

      That Dyson sphere interview should've been a wake up call for the OpenAI faithful.

    • sebmellen a day ago

      I understand what GP is saying in the sense that, yes, on an objective scale, what Sam is saying is absolutely and completely nuts... but on a relative scale he's just hyping his startup. Relative to the scale he's at, it’s no worse than the average support tool startup founder claiming they will defeat Salesforce, for example.

      • moomoo11 a day ago

        Exactly. Thanks for getting it, it is refreshing to encounter people who get it. Good luck with everything!

  • windexh8er a day ago

    He's definitely not. If Altman. Is a "typical" SF/SV tech bro then that's an indication the valley has turned full d-bag. Altman's past is gross. So, if he's the norm then I will vehemently avoid any dollars of mine going to OAI. I paid for an account for a while, but just like Musk I lose nothing over actively avoiding his Ponzi scheme of a company.

  • pinnochio a day ago

    Altman is a consummate liar and manipulator with no moral scruples. I think this LLM business is ethically compromised from the start, but Dario is easily the least worst of the three.

    • techblueberry a day ago

      Darío unsettles me the most, he kinda reminds me of SBF, I wouldn’t be surprised if, well they’re all bad its to stack rank them.

      • pinnochio a day ago

        I don't think he's good, but afaik he isn't trying to make everyone psychologically dependent on Claude and releasing sex bots.

      • strange_quark a day ago

        He and SBF are both big into effective altruism, and SBF gave Anthropic their seed funding, so yeah, that checks out.

    • shwaj a day ago

      There’s 4 though, where does Demis fit in the stack rank?

      • pinnochio a day ago

        TBH, I hadn't heard of him until now. Looks like he's had a crazy legit professional career. I'd put him at the top for his work at Bullfrog alone.

      • baq a day ago

        Demis is the reason Google is afloat with a good shot at winning the whole race. The issue currently is he isn’t willing to become the alphabet CEO. IMHO he’ll need to for the final legs.

        • shwaj 15 hours ago

          I’d hate the job too. It would be interesting to see how Google might evolve with him at the helm, for sure.

    • falkensmaize a day ago

      Pfft. Dario has been making nonsense fear mongering that never comes true.

  • jacquesm a day ago

    > I actually think Sam is “better” than say Elon or even Dario because he seems like a typical SF/SV tech bro.

    If you nail the bar to the floor, then sure, you can pass over it.

    > He says a lot of fluff, doesn’t try to be very extreme, and focuses on selling.

    I don't now what your definition of extreme is but by mine he's pretty extreme.

    > I think I personally prefer that over Elon’s self induced mental illnesses and Dario being a doomer promoting the “end” of (insert a profession here) in 12 months every 6 months.

    All of them suffer from thinking their money makes them somehow better.

    > I hope OpenAI continues to dominate even if the margins of winning tighten.

    I couldn't care less. I'm on the whole impressed with AI, less than happy about all of the slop and the societal problems it brings and wished it had been a more robust world that this had been brought in to because I'm not convinced the current one needed another issue of that magnitude to deal with.

    • csallen a day ago

      > All of them suffer from thinking their money makes them somehow better.

      Let's assume they think they're better than others.

      What makes you think that they think it's because of their money, as opposed to, say, because of their success at growing their products and businesses to the top of their field?

      • smueller1234 20 hours ago

        Even if it's success rather than money, you still have survivorship bias to contend with, so it's not really much of a helpful distinction.

      • BoredPositron a day ago

        Because they wouldn't talk about money as much or try to convert a non-profit into a for profit company.

    • moomoo11 a day ago

      That’s ok, but AI is useful in particular use cases for many people. I use it a lot and I prefer the Codex 5.2 extra high reasoning model. The AI slop and dumb shit on IG/YT is like the LCD of humans though. They’ve always been there and always will be there to be annoying af. Before AI slop we had brain rot made by humans.

      I think over time it (LLM based) will become like an augmenter, not something like what they’re selling as some doomsday thing. It can help people be more efficient at their jobs by quickly learning something new or helping do some tasks.

      I find it makes me a lot more productive because I can have it follow my architecture and other docs to pump out changes across 10 files that I can then review. In the old way, it would have taken me quite a while longer to just draft those 10 files (I work on a fairly complex system), and I had some crazy code gen scripts and shit I’d built over the years. So I’d say it gives me about 50% more efficiency which I think is good.

      Of course, everyone’s mileage may vary. Kinda reminds me of when everyone was shitting on GUIs, or scripting languages or opinionated frameworks. Except over time those things made productivity increase and led to a lot more solutions. We can nitpick but I think the broader positive implication remains.

      • binary132 a day ago

        some people are so determined to be positive about AI that at some point it just comes across like they’re getting paid to be

      • jacquesm a day ago

        It's very hard to see downsides on something like GUIS, scripting languages or opinionated frameworks compared to a broad, easily weaponized tool like generative AI.