OpenAI has nothing. There are no new tech breakthroughs and the organization is still hemorrhaging cash by the billions. Something they could brand “GPT-5” was due mid-2024. How to placate the inve…
Sam Altman is talking about bringing online “tens of thousands” and then “Hundreds of thousands” of GPUs. 10,000 GPUs costs them $113 million a year, 100k $1.13bn, so this is Sam Altman committing to billions of dollars of compute for an expensive model that lacks any real new use cases. Suicide.
Also, $1.30 per hour per GPU is the Microsoft discount rate for OpenAI. Safe to assume there are other costs but raw compute for GPT 4.5 is massive and committing such resources at this time is truly fatalistic, and suggests Altman has no other cards to play
Ed Zitron: