> The moment investor money dries up, or the tech industry stops trading money to artificially pump the market or people realize they've hit a dead end it crashes and burns with the intensity of a large bomb.
You have hit the nail on the coffin
To me, it is natural for investor money to dry up as nobody should believe that things would always go the right way yet it seems that openAI and many other are just on the edge... so really its a matter of when and not if
So in essense this is a time bomb, tick tock, the time starts now and they might be desperate because of it as the article notes.
Inevitably it will get jammed with ads until barely profitable. Instead of being able to just cut and paste the output into your term paper, you're going to have to comb through it to remove all the instances of "Mountain Dew is for me and you!" from the output.
Open weights models exist too and there is no moat if OpenAi does this but at this point I am not sure, maybe people wouldn't be able to figure out anything AI related except chatgpt but for most people it can definitely just be to use lets say any other provider which isn't enshittened if that ever becomes true.
Would also lose them the api business but i assume you are saying that they would have good ad free models on the api and ad riddled models in free tier
The funny thing is that maybe we already have it but its just more subtler who knows, food for thought :)
I thought it was starting when Ilya said that scaling has plateaued about a year ago. Now confirmed with GPT-5. Now they'll need to sell a pivot from AGI to productization of what they already have with a valuation that implies reaching AGI?
You have hit the nail on the coffin To me, it is natural for investor money to dry up as nobody should believe that things would always go the right way yet it seems that openAI and many other are just on the edge... so really its a matter of when and not if
So in essense this is a time bomb, tick tock, the time starts now and they might be desperate because of it as the article notes.