[harry8]

So what's the theory that goes with this about why cnbc are reporting that openai are walking because they want newer nvidia hardware? CNBC are clueleess? People at openai are lying to cnbc? cnbc are fabricating stories while drunk?

There has to be some theory to explain the story to be consistent with this comment.

[wmf]

Something is probably happening but I don't know what it is. Maybe this is really a negotiation over price.

[collabs]

I agree with you more than I agree with the parent comment.

To use the hit HBO TV show silicon valley analogy, it is far more likely that "the bear is sticky with honey" will happen at Oracle than at Open AI. Some kind of game of telephone gone wrong at some point and now the people responsible at Oracle must double down in order to kick the can to the next quarter and not appear clueless.

Statutory disclaimer: I am not affiliated with either Open AI or Oracle and have no insider information. All of this is mere conjecture and has no basis in reality.

[cyanydeez]

OpenAI is a unreliable narrator as long as Sam is in charge. Full stop. EM_DASH.

[reilly3000]

Yes and CNBC is comically rife with payola content. I just want to know who’s buying.

[tiahura]

Diedra is a solid reporter with pretty good access and understanding.

[leptons]

>cnbc are fabricating stories while drunk?

Don't forget the possibility that it's AI slop.

[tiahura]

Diedra Bosa is a good journalist.

[TacticalCoder]

> CNBC are clueleess?

That sounds about right.

> People at openai are lying to cnbc?

Remove "to cnbc" and that's a yes.

> cnbc are fabricating stories while drunk?

Maybe not drunk but likely high.