[MontgomeryPy]

This seems like a big shift for OpenAI into an enterprise applications vendor to me.

[rchaud]

What else could they have been? Microsoft didn't give them $10bn to build out their B2C homework autocomplete service.

[LudwigNagasena]

A skunkworks shop that aims at 100x returns by producing cutting-edge AI tech, not another B2B BigTech company. Isn't that the very image they cultivated in the media?

[jitl]

How do you monetize cutting edge ai tech? Sell it. Who has money? Businesses.

[overfeed]

IIRC, the pitch was AGI would allow OpenAI to print money by replacing humans in any industry and siphoning whatever was being spent on payroll for pennies on the dollar.

In reality, it's going to be enterprise and ads.

[LudwigNagasena]

If you can produce cutting edge AI tech, the opportunity cost is just too high to spend $1B on already established companies. Such acquisitions basically say that OpenAI can’t find a project worthy of $1B of compute and exceptional AI researchers either because there is nothing innovative they believe they can come up with or because anything innovative will be commoditized and produce little returns.

[utyop22]

Correct.

So whats your prediction for the next 12 months?

[LudwigNagasena]

I dunno. It will just become another diversified Big Tech company?

[nateburke]

This is it. Does OpenAI have consumer DNA or enterprise DNA? It is very difficult to have both.

[jitl]

place I work - Notion - does

[babelfish]

It was almost certainly purchased just for internal usage. See: Rockset