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muckrAIkers
Trailer
Bonus
Episode 4
Season 1
Winter is Coming for OpenAI
Brace yourselves, winter is coming for OpenAI - atleast, that's what we think. In this episode we look at OpenAI's recent massive funding round and ask "why would anyone want to fund a company that is set to lose net 5 billion USD for 2024?" We scrape through a whole lot of muck to find the meaningful signals in all this news, and there is a lot of it, so get ready!
Links
Links
- Reuters article - OpenAI closes $6.6 billion funding haul with investment from Microsoft and Nvidia
- Goldman Sachs report - GenAI: Too Much Spend, Too Little Benefit
- Apricitas Economics article - The AI Investment Boom
- Discussion of "The AI Investment Boom" on YCombinator
- State of AI in 13 Charts
- Fortune article - OpenAI sees $5 billion loss in 2024 and soaring sales as big ChatGPT fee hikes planned, report says
More on AI Hype (Dying)
- Latent Space article - The Winds of AI Winter
- Article by Gary Marcus - The Great AI Retrenchment has Begun
- TimmermanReport article - AI: If Not Now, When? No, Really - When?
- MIT News article - Who Will Benefit from AI?
- Washington Post article - The AI Hype bubble is deflating. Now comes the hard part.
- Andreesen Horowitz article - Why AI Will Save the World
Other Sources
- Human-Centered Artificial Intelligence Foundation Model Transparency Index
- Cointelegraph article - Europe gathers global experts to draft ‘Code of Practice’ for AI
- Reuters article - Microsoft's VP of GenAI research to join OpenAI
- Twitter post from Tim Brooks on joining DeepMind
- Edward Zitron article - The Man Who Killed Google Search
Chapters
- Intro
- Hot off the press
- Why listen?
- Why might VCs invest?
- What are people saying
- How *is* OpenAI making money?
- Is AI hype dying?
- Why might big companies invest?
- Concrete impacts of AI
- Outcome 1: OpenAI as a commodity
- Outcome 2: AGI
- Outcome 3: best plausible case
- Outcome 1*: many ways to bust
- Outcome 4+: shock factor
- What's the muck
- Extended outro