Comment by pier25
2 days ago
> Amazon will start with an initial $15 billion investment, followed by another $35 billion in the coming months when certain conditions are met.
Those conditions are an IPO or reaching AGI [1].
Nvidia and SofBank will pay in installments.
Also very interesting that Microsoft decided to not invest in this round. A PR statement was made though [2].
[1] https://americanbazaaronline.com/2026/02/26/amazon-to-invest...
[2] https://openai.com/index/continuing-microsoft-partnership/
Once they "reach AGI", will they have a big party on a carrier with a "Mission Accomplished" banner?
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A classic hype merchant sales pitch: believe me, I was a doubter just like you, but I saw the light thanks to [insert latest model]!
(Which for anyone familiar with your long comment history as a regular HN poster, is comically absurd to imply. You've been reliably adamant that AI will demolish this or that entire industry overnight for years at this point).
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> write 20kloc of Rust code every day (and I review all of it)
Only one of this can be true. It's not a shame to say you don't bother reviewing it, in the future that may well be the norm.
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So you now have 400Kloc of Rust code? Doing what? How much of that is "new"?
I can't get Augment / Opus 4.5 to edit a few C++ files from within VSCode without going off on a wild goose chase or getting stuck in an infinite loop after I tell that it should be doing this: "oh, you're right, I need to do X", "To do X, I must understand how to do Y", "I see now that to do Y, I should look at at Z". "Let me look at Z", followed by: "oh, you're right, I need to do X"..
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> 20kloc of Rust code every day (and I review all of it).
Reviewing 1k lines of code an hour is a breakneck pace, are you spending 20 hours a day reviewing code?
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To do what, exactly, and are people paying you for your output or are you just making things for yourself?
Building things at a mature company with a market is a lot different than hacking together your own tools. There are a lot more people you can let down at scale.
> In the last month, I've been using Claude Code to write 20kloc of Rust code every day (and I review all of it).
If you're generating 20kLoC per day, you definitely aren't reviewing it!
What does all this code do? What software are you writing?
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There's no way you're reviewing 20kloc a day unless all you're doing is the Sandi Metz squint test.
I buy my software by weight! Give me the biggest one you have, please. I'm talking hundreds of klocs.
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> They just need to put all of the engineers on HN out of work.
I think you've crossed the line from being an AI maxi to just rage baiting. This comment is a pointless anecdote at best, please take your ridiculous FOMO takes elsewhere.
That’s the same definition of reviewing code as saying watching the movie is the same as reading the book it’s based on. No human has ever reviewed 600k lines of code in a month, ever. It’s hard to find someone who can even read and understand that amount in that time.
I’m convinced these “guys you gotta believe me I’m a seasoned veteran and this shit is the real deal” posts that show up in every AI thread are either coming from Sam Altman or a bot.
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It'd be interested in seeing how exactly the lawyers figured out how to define AGI. It must be a fairly mundane set of KPIs that they just arbitrarily call AGI, the term will probably devalue significantly in the coming years.
The actual quote is this though:
> hitting an AGI milestone or pursuing an IPO
So it seems softer than actually achieving AGI or finalising an IPO.
I'd assume the real trigger here is "reaching AGI," which would help OpenAI shrug off some of their Microsoft commitments thus making OpenAI models available on Amazon Bedrock. Which is what Amazon is really after.
Very convenient to put "AGI" in all these agreements because the term is fundamentally undefinable. So throw out whatever numbers you want and fight about it and backtrack later.
> fundamentally undefinable
Incredible, how an entire religion has sprung up around AGI.
The problem with AGI is not that it's undefinable, but that everyone has a different one. Kinda like consciousness in that regard.
Fortunately, OpenAI already wrote theirs down. Well, Microsoft[0] says they did, anyway. Some people claimed it was a secret only a few years ago, and since then LLMs have made it so much harder to tell the difference between leaks and hallucinated news saying this, but I can say there's at least a claim of a leak[1].
[0] https://blogs.microsoft.com/blog/2026/02/27/microsoft-and-op...
[1] It talks about it, but links to a paywalled site, so I still don't know what it is: https://techcrunch.com/2024/12/26/microsoft-and-openai-have-...
The definition used to be "passes the Turing test" .. until LLMs passed it.
Extremely debatable. Especially because there is no "The Turing Test" [0] only a game and a few instances were described by Turing. I recommend reading the original paper before making bold claims about it. The bar for the interrogator has certainly be raised, but considering:
- the prevalence "How many |r|'s are in the word 'strawberry'?" esque questions that cause(d) LLMs to stumble
- context window issues
It would be naive to claim that there does not exist, or even that it would be difficult to construct/train, an interrogator that could reliably distinguish between an LLM and human chat instance.
[0]: https://archive.computerhistory.org/projects/chess/related_m...
Sure, when the expected monetary value was 0. Then they started claiming that investing $1,000,000,000,000.00 (that's $1T) into a 4 year old startup was a good idea. Change the valuation, change the goal. Then the goal was be better than a human employees (or at least more efficient or even just improves efficiency) because without that the value of the LLM is far lower than what it is being sold as. All the research so far says that LLMs fall far short of that goal. And if this was someone else's money, fine. But this is basically everyone's retirement savings. Again, higher valuation, higher goal. Finally, when you start losing people's retirement savings, criminal penalties start getting attached to things.
I mean… just ask about something "naughty" and they'll fail? At the very least you'd need to use setups without safeguards to pass any Turing test…
The Turing test could also be considered equivalent to "can humans come up with questions that break the AI?" and the answer to that is still yes I'd say.
It hasn't even passed the original turning test, depending on the question. There are an unlimited number of questions that cause LLMs to give inhuman looking answers.
As for writing in general slop score is still higher than a human baseline for all models[1], so all a human tester has to do is grade it and make the human write a bunch, the interrogator is allowed to submit an arbitrarily long list of questions.
[1] https://eqbench.com/slop-score.html
Has OpenAI laid out the specific definition of what an AGI is for this case? The one from their mission is quite vague and the general community has nothing close to a universal common definition... which means they will most likely just define it as what they already have when the timing is right.
> Has OpenAI laid out the specific definition of what an AGI is for this case?
Yes and it's actually hilarious: a system that can perform most economically valuable work better than humans, or specifically when the AI generates $100 billion in profits.
At least in their Microsoft contract it means $100 billion in profit, though they don't need to have actually made that money, they just need to show they're on track to do so.
> Has OpenAI laid out the specific definition of what an AGI is for this case?
AGI is an IPO.
All the major investments in these big rounds have come in tranches, right?
So they’re getting in on the IPO.
Are they going to get stock for it or is it a PIPE?
Personally, I don’t think I want to get in on this at retail prices.
It can both be true at the same time that AI going to disrupt our world and that being an AI lab is a terrible business.
But will you have a choice once they enter the indexes ? People are automatically going to invest into that (circular) pyramid scheme.
Yea, I’m considering divesting from msci world into single stocks
like the other comment, openai can force itself onto the massive index like VOO/FXAIX etc to make retail folks to provide liquidity exit for openai investors.
There is always the option to sell msci world and buy single stocks.