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Oracle is going to bear the brunt of this. If OpenAI can't make a LOT of money, how are they going to pay Oracle?

https://finance.yahoo.com/news/oracle-made-a-300-billion-bet...


Is it anti-Musk to point out Musk makes wild promises that rarely come true...robotaxis at scale, xAI creating MacroHard etc etc.


Don't forget MacroHard


Were these engineers fired and replaced with AI? Article implies they brought back retired engineers.


How many people use grok professionally? Compared to claude code/codex?


Chinese and Russian intel agencies can set up American shell corporations and buy all of our personal data....but using a model to secure my customer? Well...no...you can't have that.


This is a gift to Anthropic. Our model is so good the US government banned it...Oh, and we're doing an IPO soon.


And the US gov could pull the rug out from under our business at any time? That's confidence inspiring?


How is this good for their long term revenue?



That doesn't make sense. Presumably AI search costs more


In my opinion, being "Not American" or "Not Chinese" is not a good business model long-term.

Exactly..

What happens when the capability of American models far exceeds the capability of non-American models? Wouldn't companies using American models have a huge advantage?


Yep. This. That's why I don't think it's a viable business model.

Also, OpenAI and Anthropic will just open EU offices and subsidiaries.


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