Posted by meetpateltech 10/28/2025
OpenAI still don’t have a path to profitability and rely on sweetheart infrastructure deals.
Microsoft has completely given up on homegrown AI and needs OpenAI to have remotely competitive products.
GPT-OSS:20b is a great model for local use. OpenAI continuing to release open weights is good news.
The longer they go without that and the more the sentiment starts to shift away from what they convinced people LLM's where vs what they actually are the riskier it becomes, are they are useful tool yes, are they not what they've been hyping for the last four years, also yes.
They either crack it or they become an also ran.
At which point Microsoft investors are going to be staring really hard at the CEO.
Sure, they phrased it as "they will reach AGI," but that's clearly tongue-in-cheek...the underlying idea is "they better reach AGI, because that's the only way they could make money." So my comment ("necessary, not sufficient") was just pointing out that even if AGI is required for profitability, it doesn't mean they'll actually get there or succeed once they do, and that the original comment was perfectly compatible with the idea that not every business reaches profitability.
Yeah, that's what I was going for.