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Well, in the one thing you are right is that obviously with the one private enterprise that is OpenAI, information is not public. But so while you sure want to sound authoritative you are just as much speculating as I am. And to re-iterate, professional financial industry analysts from major banks, PE funds, career investors, as well as now Jeff Bezos, as Sam Altman before, are all speaking of a bubble and raising warnings. Furthermore, there is public information out there of publicly traded companies which engage with OpenAI. And there is a clear trend observable that they're seeking alternative means of financing compared to public markets to fund these endeavors, effectively obfuscating their spend. Pair that with studies from MIT, IBM, McKinsey and so forth that there is hardly any ROI in enterprise AI projects, failure rates are above 90%. You're welcome to draw your own conclusions from this, but I'd rather suggest you not lecture others about how they interpret publicly available data while you build your entire argument on "nobody (including me) knows anything". |