Gerry McGovern on Nostr: "GPT-5 hasn’t dropped, Sora hasn’t shipped, the company had an operating loss of ...

"GPT-5 hasn’t dropped, Sora hasn’t shipped, the company had an operating loss of $5b last year, there is no obvious moat, Meta is giving away similar software for free, many lawsuits pending. Yet people are valuing this company at $150 billion dollars. Absolutely insane. Investors shouldn’t be pouring more money at higher valuations, they should be asking what is going on."

https://garymarcus.substack.com/p/openais-slow-motion-train-wreck?publication_id=888615&post_id=149419467&isFreemail=true&r=3g47a&triedRedirect=true