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Comment by rurp

6 hours ago

The underlying models are improving at the same time as the guardrails and I'm not convinced the guardrails will keep up, especially given the perverse incentives. At some point the endless investor billions will dry up and a whole bunch of folks will be desperate to monetize their AI projects any way possible.

i'm not sure personally, but maybe this is a factor in the openai / anthropic IPO race.

but the biggest investor in openai is microsoft — 1 billion is nothing when your market cap is ~2.75 trillion.

if we are talking about the most recently announced softbank investments last month, well... my brain isn't ready to comprehend a $40B round yet.