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Re:OpenAI's cash burn will be one of the big bubble question... by throw310822 on Wednesday December 31, 2025 @03:16AM (#46442359)
> AI is a world-changing technology, just like the railroads were

This comparison keeps popping up, and I think it's misleading. The pace of technology uptake is completely different from that of railroads: the user base of ChatGPT alone went from 0 to 200 million in nine months, and it's now- after just three years- around 900 million users on a weekly basis. Even if you think that railroads and AI are equally impactful (I don't, I think AI will be far more impactful) the rapidity with which investments can turn into revenue and profit makes the situation entirely different from an investor's point of view.

Re:OpenAI's cash burn will be one of the big bubble question... by shaky-carrousel on Wednesday December 31, 2025 @03:52AM (#46442518)
Paid user base or free user base? Because free user base on a very expensive product is next to meaningless.
Re:OpenAI's cash burn will be one of the big bubble question... by throw310822 on Wednesday December 31, 2025 @04:17AM (#46442627)
It's meaningful because it shows that people like the product a lot, and for a lot of different reasons. There are only few products that can reach such market penetration, not to mention in only three years. As the quality of AI increases, people will quickly realise that they are willing to pay for it as much as they pay for electricity. And the same goes for businesses.
Re:OpenAI's cash burn will be one of the big bubble question... by shaky-carrousel on Wednesday December 31, 2025 @08:20AM (#46443858)
They like the AI chat. Not ChatGPT. AI chats are interchangeable.
Re:OpenAI's cash burn will be one of the big bubble question... by throw310822 on Wednesday December 31, 2025 @10:41AM (#46445080)
Indeed, but in the end they all have to cover their costs. People are already getting real, measurable value out of them and they will be willing to pay for it like they pay for utilities. Though I'm not excluding that the AI companies will manage to create some kind of moat to keep their customers (such as personalisation, memory, etc.).
Re:OpenAI's cash burn will be one of the big bubble question... by gosub100 on Wednesday December 31, 2025 @09:24AM (#46444297)
Isn't that akin to a 1990s tech model like CompuServe or AOL? "Let's create this awesome environment where people will want to pay us for this wonderful service, we'll send them a CD in the mail to get them started withh a free month, then charge $0.30/minute. We'll make a fortune!"
Re:OpenAI's cash burn will be one of the big bubble question... by steve1977 on Wednesday December 31, 2025 @03:30AM (#46442414)
Railroads enabled people and goods to move from one place to another much easier and faster.

AI enables people to... produce even more useless slop than before?

Re:OpenAI's cash burn will be one of the big bubble question... by throw310822 on Wednesday December 31, 2025 @03:33AM (#46442429)
At this point I'm taking the word "slop" as a sign meaning "I really didn't think this through and I'm just autocompleting based on a gut feeling and the first word that comes to mind".
Re:OpenAI's cash burn will be one of the big bubble question... by steve1977 on Wednesday December 31, 2025 @03:48AM (#46442492)
That's an easy way out, isn't it?
Re:OpenAI's cash burn will be one of the big bubble question... by mikkupikku on Wednesday December 31, 2025 @05:57AM (#46443133)
Using thought terminating clichés in general is, and that can include "slop".
Re:OpenAI's cash burn will be one of the big bubble question... by adammarples on Wednesday December 31, 2025 @06:16AM (#46443219)
The irony of atacking thought terminating clichés while defending slop
Re:OpenAI's cash burn will be one of the big bubble question... by mikkupikku on Wednesday December 31, 2025 @09:32AM (#46444346)
I have no love for slop. But I also don't write off the whole technology as only being good for slop.
Re:OpenAI's cash burn will be one of the big bubble question... by steve1977 on Wednesday December 31, 2025 @08:19AM (#46443846)
It wasn't meant to be thought terminating. If anything, it was a bit provocative.
Re:OpenAI's cash burn will be one of the big bubble question... by latchup on Wednesday December 31, 2025 @09:13AM (#46444197)
Well unfortunately for you, it has a precisely defined and well-understood meaning for all those not covering their eyes and ears in denial. Quoting Merriam-Webster:

> Digital content of low quality that is produced usually in quantity by means of artificial intelligence.

Chosen by the editors as word of the year, by the way.

Re:OpenAI's cash burn will be one of the big bubble question... by throw310822 on Wednesday December 31, 2025 @10:27AM (#46444964)
"Slop" in English means "liquid junk, rubbish, tripe". No need to call for Merriam Webster's help.

The point is that AI can produce slop (as people do, too), but it's just silly to imply that everything it can produce is slop. That's just lazy, sloppy thinking.

Re:OpenAI's cash burn will be one of the big bubble question... by steve1977 on Wednesday December 31, 2025 @10:57AM (#46445259)
Sure. I'm fully aware that AI can be useful, especially once we move past LLMs.

However, I do think that the majority (or mainstream) use of GenAI today is indeed not very useful or even harmful. And I do think that something like railroads are more useful by orders of magnitude.

Re:OpenAI's cash burn will be one of the big bubble question... by bdangubic on Wednesday December 31, 2025 @11:13AM (#46445426)
> I do think that the majority (or mainstream) use of GenAI today is indeed not very useful or even harmful.

What are you basing this opinion on?

Re:OpenAI's cash burn will be one of the big bubble question... by steve1977 on Wednesday December 31, 2025 @07:08PM (#46449721)
The results that I'm seeing of what people are doing with GenAI. I don't really see the promised productivity gains.
Re:OpenAI's cash burn will be one of the big bubble question... by matkoniecz on Wednesday December 31, 2025 @11:10AM (#46445391)
> but it's just silly to imply that everything it can produce is slop

that is why people use slop qualifier, rather than not using qualifier

Re:OpenAI's cash burn will be one of the big bubble question... by lm28469 on Wednesday December 31, 2025 @04:38AM (#46442722)
> just three years- around 900 million users on a weekly basis.

Well, I rotate about a dozen of free accounts because I don't want to send 1 cent their way, I imagine I'm not the only one. I do the same for gemini, claude and deepseek, so all in all I account for like 50 "unique" weekly users

Apparently they have about 5% of paying customers, the amount of total users is meaningless, it just tells you how much money they burn and isn't an indication of anything else.

Re:OpenAI's cash burn will be one of the big bubble question... by throw310822 on Wednesday December 31, 2025 @04:57AM (#46442824)
> I rotate about a dozen of free accounts .. I do the same for gemini, claude and deepseek

For someone who doesn't like the product and doesn't care about it, you surely make a lot of effort to use it.

Re:OpenAI's cash burn will be one of the big bubble question... by lm28469 on Wednesday December 31, 2025 @05:46AM (#46443071)
Sometime you have to force the trickle down economy a bit, these people are destroying my industry I might as well cost them as much as possible before I have no choice but to move on.

It's also literally 0 effort, click > sign out > click > sign in. It saves me $200 a month, that's not too far from half of my rent

Re:OpenAI's cash burn will be one of the big bubble question... by throw310822 on Wednesday December 31, 2025 @05:58AM (#46443140)
I can understand the spirit, though this reinforces my impression that the product is so good that people jump through hoops to use it, even if they hate it in principle. If they suddenly cut off any free access to it, how much would you be willing to pay per month to keep using it? One dollar? Ten? Twenty?

Also, maybe I'm missing something, but no amount of free accounts on ChatGPT gives you what you get with a paid subscription, especially with a $200 one; and there's paid plans from just $8/month.

Re:OpenAI's cash burn will be one of the big bubble question... by lm28469 on Wednesday December 31, 2025 @12:27PM (#46446196)
I like movies, I still torrent them, if tomorrow a police officer is being my back 24/7 I will just stop torrenting, but I still won't pay $20 a pop to go to the cinema.

> Also, maybe I'm missing something, but no amount of free accounts on ChatGPT gives you what you get with a paid subscription, especially with a $200 one

These days I'm mostly running opus 4.5 through "antigravity" and I'd rather become a potatoe farmer than give $8 to Altman

Re:OpenAI's cash burn will be one of the big bubble question... by throw310822 on Wednesday December 31, 2025 @02:19PM (#46447330)
It's a really tiresome conversation, and I should just stop replying, but...

If you have to stop torrenting it doesn't mean that you have to pay $20 per movie. There is a price >0 that you're willing to pay to do something you love. On youtube there's a lot of movies for 4 or 5 dollars.

I'm also using Claude, both through Cursor (paid by my company) and privately (paid by me, $20/ month).

Re:OpenAI's cash burn will be one of the big bubble question... by mikkupikku on Wednesday December 31, 2025 @05:55AM (#46443122)
I'm going to go out on a limb here and say that users who put that much effort into using this stuff for free, using a dozen different accounts, are very rare.
Re:OpenAI's cash burn will be one of the big bubble question... by nosianu on Wednesday December 31, 2025 @05:32AM (#46443003)
It is beside the point, but

> I think AI will be far more impactful

is not correct IMO. Those are two very different areas. The impact of railroads on transport and everything transport-related cannot be understated. By now roads and cars have taken over much of it, and ships and airplanes are doing much more, but you have to look at the context at the time.

Re:OpenAI's cash burn will be one of the big bubble question... by freehorse on Wednesday December 31, 2025 @05:34AM (#46443008)
Railroads carried the goods that everybody used. That’s like almost 100% in a given country.

The pace was slower indeed. It takes time to build the railroads. But at that time advancements also lasted longer. Now it is often cash grabs until the next thing. Not comparable indeed but for other reasons.

Re:OpenAI's cash burn will be one of the big bubble question... by utopiah on Wednesday December 31, 2025 @08:55AM (#46444055)
> user base of ChatGPT alone went from 0 to 200 million in nine months, and it's now- after just three years- around 900 million users on a weekly basis.

Doesn't have anything to do with AI itself. Consider Instagram then TikTok before this, WhatsApp before, etc. There is a clear adoption curve timeline : it's going WorldWide faster. AI is not special in that sense. It doesn't mean AI itself isn't special (arguable, in fact Narayanan precisely argue it's "normal") but rather than adoption pace is precisely on track with everything else.