Hayden Field

So they're really laser focused on this.

They kind of have the reputation of being the adult in the room in some ways because they're not as perceived as going wherever the wind blows them.

They're kind of on one trajectory and they're staying really steady, it seems like, whereas

open ai kind of has the reputation of you know changing their focus a bunch internally and externally people have said this it's like you know going on a ton of side quests uh you know trying things you know throwing a ton of spaghetti at the wall like consumer enterprise government uh everything just seeing what works and even sam oldman himself has described open ai as kind of like betting on a ton of startups internally and just kind of seeing which one pulls ahead

But now they're finally having to realize, hey, maybe it's time to focus on the most money-making endeavors here and deprioritize some of these other projects, kill them off so we can just kind of compete with Anthropic and focus on coding and enterprise.

I think the sense of focus honestly just comes from the competition and the fact that pressure is building on them to generate more revenue than ever.

They've never had more eyes on them in their balance sheet and their whole company history because they're preparing to go public.

And because they just raised so many billions of dollars, their post-money valuation right now is $852 billion.

So yeah, I mean, investors are saying, okay, like what's the plan here?

What's the plan for returning our money?

So-

In order to deliver on those promises, they are having to not only devote their time and money and staff to the projects that are going to make the most money, but also their compute.

So that's something that we saw execs at OpenAI talk about when they killed Sora.

We saw a couple internal memos go out.

One of them was from Fiji Simo, the CEO of AGI Deployment.

And she said...

that basically the company needed to stop focusing on side quests and just really dive fully into enterprise and coding.

And yeah, I mean, compute is super limited.

OpenAI is always, always talking about how they don't have enough compute to fulfill what they want to do or to scale appropriately.

Sam Altman at DevDay and SF in October said,