Comment by no_wizard
19 hours ago
This is all happening as I predicted. OpenAI is oversold and their aggressive PR campaign has set them up with unrealistic expectations. I raised alot of eyebrow at the Microsoft deal to begin with. It seemed overvalued even if all they were trading was mostly Azure compute
I do not envy the stress the partnerships, strat ops and infra teams must be perpetually dealing with at OpenAI & Anthropic.