[echelon]

Missing the Claude Code market was the biggest swing and miss ever.

Too busy trying to make TikTok for preteens with $4/generation videos that lost their novelty the minute IP was off the table. Didn't even identify the professional market in video was the correct place to invest, like Kling and ByteDance did.

Chasing consumer killed their ascendency.

Sam is a ruthless leader and knows how to build an empire, but he's also a distracted leader who chases too many flights of fancy. Without a golden goose like Zuckerberg, every mistake is a knife wound.

[vwvcxv]

They get exactly what they deserve imo.

Its pretty embarassing how they have blown the lead. Instead of finding a pathway toward selling tokens in volume (software production) they spread themselves thin and tried to hype up research, sora, web browser... blah blah.

Again - they get what they deserve.

[bickfordb]

What evidence is there that he knows how to build an empire outside of fundraising?

[hedmundson]

The 750+ million users of ChatGPT might count for something...

[tpm]

If they are able to monetise them.

[Leynos]

It amazed me that no one picked up on Codex last summer when it was effectively unlimited. I must have burnt through £10k worth of inference whilst still paying £20 a month

[distances]

Last summer it was good for certain tasks, but letting it run wild was a recipe for a huge mess where you'd spend more time unraveling it than writing the whole thing by hand. That was my experience, at least.

[dyauspitr]

It’s still great. I’ve pumped out 5 apps this month on the $200.