They (OpenAI) also made many more deals to acquire compute before they actually had the revenue to support it. They paraded around the world making deals with everyone and anyone. By doing it earlier, they got way better unit prices. Anthropic bought their compute at significantly higher prices by waiting until they actually had demand to fulfill.
replyI’m not sure if resets require that much compute, maybe a few whales will use the service a bit more right after a reset. What matters more is the money, as they’re giving away free usage, and subsidising subscription users even more.
replyIt’s a false idea that a reset “gives you more”. You don’t get any more tokens post reset than before. If you were consuming faster than your allowance before the reset then you probably end up with some free usage, but most people are not likely so far over their pro-rata limit that it’s a huge cost for OpenAI.
replyWhat it does incentivise is pushing more usage in case there’s a reset-generating additional demand. Probably sounds good in the boardroom that token consumption is up X% this quarter.
Unlikely to last forever, but for now the goal is to beat Anthropic. Up until the Mythos/Fable debacle, I’d have said Anthropic were leading, but if you’ll forgive the pun, I think they flew to close to the sun, and when Sol came out, they’d shot their “Mythos/Fable” shot and it turned out to be… good, but not revolutionary.
I think GPT 6 will be OpenAI's response to Fable/Mythos. There are (baseless) rumours that it will be coming fairly soon.
replyI think Sol is pretty much there already
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