Whenever I read comments like this, it looks like another AI bubble has been created with AI bros, cheerleaders and hype squads once again purposefully screaming 'It's the future bro', 'Google is doomed!', 'ChatGPT is the next big thing!', etc.

This reminds me of the Stripe hype squad screaming over-valuations of $100BN+ which we will once again see for OpenAI and I can see a long term valuation of just $80BN. That is it. Anything higher is a signal of complete over-valuation and disregarding of the competitors especially the open-source ones which indeed compete against OpenAI's so-called 'first mover advantage'.

All of this is even before talking about the competition, open-source models catching up and AI safety and regulations that will threaten AI. But at this point, the only thing that can ruin OpenAI's plans is a better clone of itself but with an open source model, released for free and not under restrictive paywalls.

That is truly 'Open AI', not some company pretending to be 'open' but is in fact essentially a Microsoft AI division. Might as well call it ClosedAI.