ChatGPT Atlas

yeah the custom GPT announcement was literally a carbon copy of steve jobs announcing the app store down to the mannerisms and tics. You could tell they were doing it to give VC and private equity the pavlov bell "ring ring! this company is apple!" and remember the sora announcement just a couple weeks ago? oh you guys are tiktok and instagram reels now too? cool...

everything that openAI does is laser focused on valuation valuation valuation

of course it's a weird form of valuation because like remember when these guys are a non profit? lol

It is weird though, the "I'm a bigtechco dance" seems to be working, even though the economics on providing LLM services do not in any way justify the valuation.

they have like five five credible competitors who are right behind them BTW

I remember custom GPTs also being touted as the "app store moment" for ChatGPT. OpenAI even had big plans to pay creators of custom GPTs, but it seems like that never really materialized. I think people quickly realized that custom GPTs are more or less useless, and certainly not something that would ever drive revenue.

> yeah the custom GPT announcement was literally a carbon copy of steve jobs announcing the app store down to the mannerisms and tics.

And then they nabbed Jony Ive of all people for their hardware project, with Altman stating that Steve Jobs would be "damn proud" of what they're working on. It's about as subtle as a brick to the face.

> everything that openAI does is laser focused on valuation valuation valuation

idk it seems like a company filled with product and engineering where people are thinking of cool product ideas and shipping them. They don’t have to all hit, but it doesn’t seem bad to try them.

All these “product ideas” are an irrelevant waste of time if they actually develop AGI.

To me it comes across as them hedging their bets that the snake oil Sam Altman has been selling might not actually pan out.

the company charter is not product and engineering it's "we are going to invent THE machine, the singular fulcrum upon which the infinite lever of history, the transcendent union of man and machine, the birth of a new GOD, rests."

I mean, ok, you're product and engineering, fine. You get $20/mo out of your million or so paying users and $200/mo from a small handful of freaks. what does that mean for the valuation? what does that do for sama's patek phillipe collection?? nothing good I assure you. the AI product and engineering landscape is insanely competitive, like actually competitive.

that's what I'm saying, the circle doesn't square here.

btw the product ideas ARE cool. I like them. they are not worth eleventy trillion dollars.