Offene KI verwandelt sich in IBM 2.0
https://neuralstack.substack.com/p/open-ai-is-the-next-ibm
Offene KI verwandelt sich in IBM 2.0
https://neuralstack.substack.com/p/open-ai-is-the-next-ibm
5 Kommentare
Submission Statement: Open Ai expects to reach profitability by around 2030. However, they do not have enough moat or competitive advantage like Google Or Facebook to justify continued losses.
This is more evident from the release of models like Deepseek which was reportedly developed at a fraction of the cost of Open Ai’s models. Many users have switched due to cost.
If the trend continues and Open Ai is unable to pivot then the fate of Open Ai will be like IBM. Their hard work will only benefit others like:
**DeepSeek**, the Chinese AI lab openly stated that it used GPT-style training strategies and research to bootstrap its models. They didn’t need to license anything from OpenAi, they just read the papers, borrowed the ideas and built their own stack.
**Meta’s LLaMA** models directly benefited from the transformer innovations that OpenAI helped popularize.
**Anthropic**, founded by ex-OpenAI employees took safety and alignment research developed at OpenAI and spun it into a rival company with major backing.
So they’re speed running the transition from peak tech zeitgeist to irrelevance without stopping at the making bank phase?
„Open Ai hit an annualized revenue of around $5 billion during Dec 2024. This means that if OpenAI had continued earning at its Dec 2024 pace…“
Let me stop you right there. Revenue and earnings are two different things.
OpenAI won already. They have the consumer and business mindshare.
IBM is constantly releasing excellent, small and efficient Open Source language models for enterprise.
OpenAI doesn’t. They are not like each other at all.