Berber Jin

They're definitely not going to go bankrupt.

Aldman has signed up for up to $1.4 trillion in computing contracts.

And a lot of these are deals where he's contractually committed to pay these companies to use their data centers, right?

And for a company that generates $13 billion of revenue this year, the math does not math.

Yes.

Unless you have this faith that OpenAI really is invincible.

So if OpenAI were kind of more conservative in their spending plans and their ambitions, it would still be a big problem, but it wouldn't be as scary as it is for them today.

So Allman is saying that OpenAI needs to move away from building all of these new products and focusing very squarely on the core ChatGPT experience.

At the top of the list was having OpenAI make a better use of user signals in training its new models.

User signals.

OpenAI has a product team, which is focused on building Chat2PT and other products.

And they have a research team, which cares first and foremost about achieving artificial general intelligence.

And those two camps, they work together, but oftentimes they are misaligned in terms of their priorities.

And then you have the product people who, you know, like any good Silicon Valley product person, they want Chachibee to go viral.

They want people to be tweeting about it.

And so there's a little bit of this culture mismatch within the company that I think that this Code Red moment is really exposing.

Yeah, so right now, Altman is leaning a lot more into a kind of product strategy that emphasizes the importance of the here and now and just giving the people what they want as opposed to these more theoretical or high-minded projects.

He says this code will be over in eight weeks, so maybe they fix everything and it really is just a blip and they can afford once again to have that more sprawling, unfocused strategy, right?

That's a very interesting question.

I think the way I would answer it is like this.