OpenAI Market Share Falls Below 50% As Cash Burn Sparks Concerns

@GaryMarcus Microsoft own a 27% equity stake in OpenAI, and supply Azure to it.

And they're bailing out of it. They've decided it's a dog.

@GaryMarcus Don’t ignore the possibility of SpaceX buying it.

@GaryMarcus Oversubscribed IPO imminent.

@GaryMarcus They will crash and burn like people say. Their IPO would be the nail in the coffin.

@GaryMarcus Color me surprised. We're heading towards a shit tsunami...

@GaryMarcus Enterprises will increasingly adopt open-source models with customizations, enabling them to control distribution and deliver AI at lower cost. The key point is that applications—not just workflows or agents—are what truly power and run the business.

@GaryMarcus Future Bending Spoons acquisition.

@LightCrownA @GaryMarcus LOL wut?

It's becoming clear these products are not sufficiently differentiated to spend this kind of money on using them, let alone acquiring them.

@GaryMarcus this is the commodities spiral. leader at 50%+, then good-enough-cheap, then you're a 15% vendor. postgres/mysql both went through it.

@GaryMarcus Always wild watching the empire they built eat itself from within.

Which alternative do you think they pivot to first?