> if OpenAI can’t use the compute, someone else can
This is the big point IMO since I have never given $1 to OpenAI but I subscribe to Vidu and Typecast, and have given money to Kling, Hailou, and even Gemini in the form of Google Workspace.
So these other guys have products and use cases, which OpenAI has never been able to crack beyond ChatGPT. And ChatGPT was never worth paying for, IMO.
If OpenAI dies, it's not because there is no market for the technology (which is all NVIDIA cares about), it's more that OpenAI doesn't know how to run a relevant technology company.
They were given everything, not just NVIDIA's billions of dollars and credit backing but all the first-mover advantage, all the respect and credibility early on, so it's really sad to see them unable to develop interesting products and turn a profit in a space they helped pioneer, while so many others are making money with the tech all around them.
NVIDIA is fine. The technology will continue to improve and NVIDIA will stay at the center. OpenAI is fucked - knew it when they retired Sora to focus on text-to-text and coding (a largely solved problem).
To each their own. When OpenAI droped Sora and focused more on Codex, the product improved dramatically and I'm probably not the only one who dumped Claude Code subscription in favor of Codex; OpenAI's is miles ahead of Anthropic and has been since at least the release GPT 5.6 Sol - even the PR and generous resets is far better than how Anthropic is nickel and diming by requiring paid subscribers to pay yet more credits to even use their best available model (which is not even as good as OpenAI's top 2 models)
Do you use coding agents? Just curious bc from my experience using coding agents, open ai’s codex is neck and neck with anthropic’s claude code if not ahead. I wouldn’t agree that OpenAI hasn’t done anything since ChatGPT since codex is my daily driver for software engineering
It's kinda nuts to me how people can act like Claude is lightyears ahead of OpenAI models. Sure, it's one thing to simply have a preference or claim that Claude does some things better, but in reality they are both about as effective at doing the same job. I've long preferred GPT models because they know better how to shut up and don't seem to overthink as much as Claude, but I'm under no illusions that if OpenAI went belly-up then I couldn't do my job essentially the same with Claude. GPT models have also clearly improved over time in terms of programming. There haven't been any "big bangs" necessarily, but it's really not hard to give the same task to 5.3 and 6 and see which one has better output.
All the models converged, in every single generation since 2022.
I've paid more money to OpenAI than I've spent on all other products I pay for combined the past 5 years.