Re:Hot take: GPT 4.5 is a nothing burger
by guelo on Friday February 28, 2025 @07:28PM
(#43213964)
Why not? The P/E ratio went from 55 to 47, my back of the napkin approximation interprets that as the market expecting ≈ 4%/year reduction in forecasted earnings. Which actually seems conservative if the market is digesting the news that LLMs are hitting scaling walls.
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Re:Hot take: GPT 4.5 is a nothing burger
by borgdefenser on Saturday March 01, 2025 @08:42AM
(#43219134)
I just don't think this is true though.
I actually got long more NVDA on the pullback.
Sonnet 3.7 is unbelievable.
It would hardly be shocking though if OpenAI hits a wall. I couldn't get an invite to Friendster, I loved Myspace, I loved Altavista. It is really hard to take the early lead in a marathon and just blow every out of the water the whole race without running out of gas.