Because at some point keeping it up involves filing an S-1 that doesn't look like a garbage fire
replyDidn't SpaceX already set a precedence for garbage fire S-1s? I don't think OpenAI has to worry about that?
replySpaceX is a different beast with extremely high friction to enter its market, a massive technology lead, and well developed preferential high level relationships with just about every country worth worrying about.
replyOpenAI/Anthropic meanwhile feel a bit like they're hoping to sell iPhones in a market about to be flooded by $20 flip phones, with almost no channel of their own to do it. And for whatever mad reason OpenAI are now signalling they will attempt to compete on price with flip phones despite their cost of labour, energy, and just about everything else being far higher
Wasn't SpaceX's insane valuation largely based off of Grok, because their rocket and satellite businesses could never be valued at over a trillion $$?
replyI don't see your metaphor to iphones and flip phones. This new Luna model is cheaper than deepseek 4.1 flash, except for cache reads. OpenAI having to compete with China is a much larger economic-political issue that is far larger than just our AI labs.
Well, they do rug pull constantly. This week and last leading up to this the cost to use Codex was overwhelmingly perceived as terrible. People running out of usage all over the place. Reddit full of people crying. I noticed it myself.
replyThen they do a new model launch, issue quota resets all around, and it's a party for 2-3 weeks before things return to normal.
Oh, I'm happy I'm not the only one. Astra was feasting on tokens!
replyIt wasn't just Astra. Sol 5.6 was a hog, too. They futzed with the formula and it pissed people off royal.
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