Cost, debt, difficulty forming a moat, gap between what the product promises and what it can do, and the difficulty actually raising capital required.
His style is acerbic and (imo) excessive sometimes. But he's also one of a minority of journos actually looking at the numbers and adding them up. Which seems to be a rarity
That doesn't matter if the free models are as performant in 6 months. I will never personally pay for a model I can have for free. ChatGPT 5 used to be my preferred model as a DMing help tool, now deepseek and LeChat are the one I use, and are better at what OpenAI model use to be better at. And I think the models hit their limit for my usecase, I don't need better one. I never 'reprompt' anymore, and just roll/improvise with what I got.
The only way for openAI to get my subscription back would be my country making open-weight ai or deepseek illegal. It was worth the price tbh, but they can't compete with free.
Disagree. He's cherry picking an extremely limited subset of numbers, based on a weak understanding of the industry and a lack of access to a lot of private data, and taking advantage of vulnerable people.
His style is acerbic and (imo) excessive sometimes. But he's also one of a minority of journos actually looking at the numbers and adding them up. Which seems to be a rarity