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A comment on OpenAI's $852B valuation faces investor scrutiny amid strategy shift, FT reports.

Re:OpenAI's $852B valuation faces investor scrutiny amid str... by SpicyLemonZest on Tuesday April 14, 2026 @10:21PM (#47773917)
> "You have ChatGPT, a 1 billion-user business growing 50-100% a year, what are you doing talking about enterprise and code?" an early backer of OpenAI told FT. "It's a deeply unfocused company."

This is exactly the dynamic I've been worried about.

If you go to OpenAI's site to learn what they're all about, they're pretty clear about it: "ensure that artificial general intelligence benefits all of humanity", "Join us in shaping the future of technology". They think and I agree that ChatGPT is great, but the future of humanity does not depend on precisely how successful this one consumer chatbot is, and so it is not the company's focus. Anyone who understands OpenAI at even a basic level would recognize this, it's neither new nor subtle.

I'm not sure how to avoid the conclusion that OpenAI investors do not understand OpenAI and are just revenue growth junkies.

[ Parent | on HN ]
Re:OpenAI's $852B valuation faces investor scrutiny amid str... by semiquaver on Tuesday April 14, 2026 @10:25PM (#47773944)
They’re investors. More or less by definition they only care about revenue growth.
[ Parent | on HN ]
Re:OpenAI's $852B valuation faces investor scrutiny amid str... by vwvcxv on Tuesday April 14, 2026 @10:24PM (#47773934)
OAI has zero focus. How many acquisitions (value destructive it seems) and projects have they killed?

Whats comical is Steve Jobs preached the notion of focus decades ago.

Why can't people follow simple advice from someone who already acquired the scar tissue? Its literally madness.

Sam shouldve been fired and stayed fired. He's great at raising money, but running the firm? Absolute basket case of a CEO in that regard.

[ Parent | on HN ]
Re:OpenAI's $852B valuation faces investor scrutiny amid str... by taurath on Wednesday April 15, 2026 @12:34AM (#47774719)
> ensure that artificial general intelligence benefits all of humanity

Thus far based on their actions, a reasonable read would be that they believe “humanity” would be better off with fewer people. Whoever you think OpenAI is or was, you’d have to be willfully ignorant of the actions of those who run it to believe it and Sam now.

[ Parent | on HN ]