OpenAI declares 'code red' as Google catches up in AI race

Re:OpenAI declares 'code red' as Google catches up in AI race by vkou on Tuesday December 02, 2025 @03:10PM (#46126163)

This code red also has the convenient benefit of giving an excuse to stop work on more monetization features... Which, when implemented, would have the downside of tethering OpenAI's valuation to reality.

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Re:OpenAI declares 'code red' as Google catches up in AI race by twothreeone on Tuesday December 02, 2025 @03:12PM (#46126195)

Good point too. Though it makes me wonder if "We declared Code Red" is really enough to justify eye-watering valuations.

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Re:OpenAI declares 'code red' as Google catches up in AI race by rvba on Tuesday December 02, 2025 @03:29PM (#46126394)

Isnt CoPilot the de facto OpenAI monetization?

And Microsoft gets the models for free (?)

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Re:OpenAI declares 'code red' as Google catches up in AI race by vkou on Tuesday December 02, 2025 @03:35PM (#46126469)

They have some monetization, but as long as they don't expand into other sectors, they can plausibly claim that, say, their ad business will be bringing in 10 trillion/year in revenue, or whatever other imagined number.

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