We are at the end of the exponential!
90% chance in 6-12 months spending expectations drop to $0.
Based on what? Each model so far has been noticeably better than the last, so I don’t see why the next wouldn’t be too?
Even if that were true, it wouldn’t make the growth exponential. There are many other trajectories out there.
Even if it’s not exponential, I still can’t see logic in it going to zero.
"Can’t you just draw an exponential line on the curve?" - Dario Amodei, February 13th 2026.
But this time draw it for spending expectations.
Are you predicting that OpenAI is out of business in 6-12 months?
I'm not an AI booster, and I don't see "sustainable" in the current markets, but I'd take the other side of that bet!
Based on what? Each model so far has been noticeably better than the last, so I don’t see why the next wouldn’t be too?
Even if that were true, it wouldn’t make the growth exponential. There are many other trajectories out there.
Even if it’s not exponential, I still can’t see logic in it going to zero.
"Can’t you just draw an exponential line on the curve?" - Dario Amodei, February 13th 2026.
But this time draw it for spending expectations.
Are you predicting that OpenAI is out of business in 6-12 months?
I'm not an AI booster, and I don't see "sustainable" in the current markets, but I'd take the other side of that bet!