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Re:OpenAI Is Preparing to File for an IPO Soon by wg0 on Thursday May 21, 2026 @01:52AM (#48218422)
If you're an investor you should try Deepseekv4 before you put your hard earned money in this gambling spree.

Context - Deepseekv4 is freely available to download you can host your own and sell it keeping the proceeds and it rivals Claude Opus 4.7.

"Thank you for your attention to this matter"

Re:OpenAI Is Preparing to File for an IPO Soon by nujabe on Thursday May 21, 2026 @01:58AM (#48218468)
Isn’t knowing how to scale and optimize llm traffic the main barrier ?
Re:OpenAI Is Preparing to File for an IPO Soon by wg0 on Thursday May 21, 2026 @02:19AM (#48218610)
That's just a "more hardware" problem.
Re:OpenAI Is Preparing to File for an IPO Soon by ramon156 on Thursday May 21, 2026 @04:38AM (#48219570)
Right, and who has more hardware?
Re:OpenAI Is Preparing to File for an IPO Soon by amanaplanacanal on Thursday May 21, 2026 @05:01AM (#48219743)
Happily, they are building and selling more hardware all the time!
Re:OpenAI Is Preparing to File for an IPO Soon by wg0 on Thursday May 21, 2026 @05:40AM (#48220055)
China. They make them there. Huawei is catching up too.
Re:OpenAI Is Preparing to File for an IPO Soon by amelius on Thursday May 21, 2026 @05:12AM (#48219834)
Yes, OpenAI bought all the DRAM.
Re:OpenAI Is Preparing to File for an IPO Soon by 0xDEAFBEAD on Thursday May 21, 2026 @05:58AM (#48220169)
I'll bet Deepseekv4 could answer any questions you had related to that. How much of a moat will it prove to be in the long run? "Scale and optimize" sounds like a commodity business.
Re:OpenAI Is Preparing to File for an IPO Soon by cultofmetatron on Thursday May 21, 2026 @06:58AM (#48220605)
> Deepseekv4 is freely available to download you can host your own and sell it keeping the proceeds and it rivals Claude Opus 4.7.

good luck getting a machine that can run its specs though. Even flash is goign to require ponying up 5-10 grand to run the minimal specs for it. The vast majority of people will find their machine falls behind as tech progresses long before they get a return on that investment. That said, it does mean there will be a healthy market for "generic providers" in the AI landscape with these open weight models.

Re:OpenAI Is Preparing to File for an IPO Soon by Glohrischi on Thursday May 21, 2026 @07:46AM (#48221086)
Companies still pay 5k and more for a basic website. 5-10k is quite affordable.

Investment is not basic math. Its also dependencies to US companies, trust etc.

Re:OpenAI Is Preparing to File for an IPO Soon by Lord-Jobo on Thursday May 21, 2026 @09:32AM (#48222328)
Investment and finance in general, at this scale, is far more geopolitics than it is math. It’s self evident.

We’ve all seen how the “math” on so much of the AI business sector literally doesn’t check out, and here there are: still ballooning, still making deals, still directly crafting laws through political influence, still taking over damn near every user space.

Politics at a high enough level lets you play a different game with different rules.

Politics at a low enough level lets you do the same actually, but we usually call that civil unrest, guerrilla warfare, or collective action depending on how many of which group is defying which “rules”.

It’s very easy to get used to the guardrails and guidelines around us when they persist and succeed for decades, but they are much more fragile than they appear.

Re:OpenAI Is Preparing to File for an IPO Soon by hootz on Thursday May 21, 2026 @08:19AM (#48221454)
It's not "there will be", there already is a market of generic providers and you can use millions of tokens of DeepSeek-v4-flash for like 1 dollar.

https://models.dev/?search=deepseek-v4-flash

Re:OpenAI Is Preparing to File for an IPO Soon by smallmancontrov on Thursday May 21, 2026 @09:33AM (#48222334)
Yeah, but will those hosted models help me write smut, advance my weekend CBRN hobby, advice on how to kill myself, advice on how to kill the person who made me want to kill myself, and how to set up a mega drug manufacturing operation like a real life Walter White?
Re:OpenAI Is Preparing to File for an IPO Soon by notfromhere on Thursday May 21, 2026 @09:52AM (#48222566)
you don't need AI to deal drugs, plenty of people with little education do it all the time
Re:OpenAI Is Preparing to File for an IPO Soon by arretevad on Thursday May 21, 2026 @11:11AM (#48224120)
*Formal education
Re:OpenAI Is Preparing to File for an IPO Soon by gmerc on Thursday May 21, 2026 @10:42AM (#48223529)
You mean Google?
Re:OpenAI Is Preparing to File for an IPO Soon by zackify on Thursday May 21, 2026 @09:34AM (#48222347)
Re:OpenAI Is Preparing to File for an IPO Soon by Bnjoroge on Thursday May 21, 2026 @09:52AM (#48222550)
You only need about a mac w 96GB or 128gb to run deepseek v4flash with ds4(https://github.com/antirez/ds4). Works mostly well
Re:OpenAI Is Preparing to File for an IPO Soon by zozbot234 on Thursday May 21, 2026 @10:51AM (#48223708)
That's only antirez's 2-bit version though. The real version of DeepSeek V4 Flash will be slow on that machine.
Re:OpenAI Is Preparing to File for an IPO Soon by rootnod3 on Thursday May 21, 2026 @09:52AM (#48222551)
But...so does the tech sector. They will also have to continually upgrade their AI slop data centers to run newer better models, generating a heap of waste along it. And that money has to be made back.
Re:OpenAI Is Preparing to File for an IPO Soon by tootie on Thursday May 21, 2026 @10:44AM (#48223559)
Can I rent space in Colossus2?
Re:OpenAI Is Preparing to File for an IPO Soon by zozbot234 on Thursday May 21, 2026 @10:49AM (#48223673)
> good luck getting a machine that can run its specs though.

That's any machine that can physically host the weights and context. You'd need a highly-specced machine for better performance and throughput, but it's not a requirement as far as literally executing the model and getting output.

Re:OpenAI Is Preparing to File for an IPO Soon by gopher_space on Friday May 22, 2026 @04:05PM (#48240890)
I've been taking the opposite approach by playing around with different hardware bottlenecks, and the models I can run on base-level (e.g. 1050 ti, i5-7th) machines are all useful for specific tasks if I deconstruct a process far enough.

If you know exactly what you want and when you need the results, calculating a hardware floor becomes deterministic. If you don't need the results right away, or if you're comfortable gluing together results yourself, pretty much any box released in the past decade can be doing work for you.

For a quick experiment grab a few images and a one-line prompt e.g. "describe these pictures", and bounce that set off every model/quant you can reach. If you record quality, rate, and cost of each request there might be regions of

`"good enough", "good enough", "electricity + sweat"`

in the resulting spreadsheet. And this is multimodal. Single-mode classification is dirt cheap.

Re:OpenAI Is Preparing to File for an IPO Soon by up2isomorphism on Thursday May 21, 2026 @09:44AM (#48222446)
Even investor knows this well, they will still do that if they can make other people to invest their hard earned moneys into this after them.
Re:OpenAI Is Preparing to File for an IPO Soon by ReptileMan on Thursday May 21, 2026 @09:52AM (#48222559)
It is worse than GPT5.5 ... but is so cheap that it doesn't really matter.
Re:OpenAI Is Preparing to File for an IPO Soon by dirasieb on Thursday May 21, 2026 @11:50AM (#48224774)
cheap for whom? local hardware + electricity bills don’t even begin to get close to frontier model subscription even in price
Re:OpenAI Is Preparing to File for an IPO Soon by zug_zug on Friday May 22, 2026 @08:44AM (#48235095)
Well the API is over 10x cheaper, so I find it’s much more efficient for personal projects
Re:OpenAI Is Preparing to File for an IPO Soon by mrandish on Thursday May 21, 2026 @02:43PM (#48227227)
Ironically, for-profit Chinese companies have released far more Open AI than OpenAI. And they may be a key reason the for-profit OpenAI remains non-profitable.

It's worth noting I suspect a key reason Chinese companies are doing this is, in part, tacit encouragement and logistical enablement from the Chinese government. Playing spoiler by nerfing the valuations of over-inflated U.S. AI leaders is a decent strategy given the current GPU disparity.

Re:OpenAI Is Preparing to File for an IPO Soon by maerF0x0 on Thursday May 21, 2026 @03:38PM (#48227929)
They don't need to profit when they have a government backstop and a nationstate strategy in place. China beating America in AI isn't just about who gets to generate the images/videos of cats.
Re:OpenAI Is Preparing to File for an IPO Soon by gmerc on Friday May 22, 2026 @06:58AM (#48234204)
They don’t have the government as backstop, deepseek is a very successful quant and benefits from less extraction on power and GPUs just like american companies benefit from fossil subsidies
Re:OpenAI Is Preparing to File for an IPO Soon by hakfoo on Sunday May 24, 2026 @10:45PM (#48262965)
I wonder if there's a "commoditize your complement" play in there somewhere.

Having the software stack get dirt-cheap and multi-vendor is good for hardware players. I'd argue there's even huge value in developing tooling that's less nVidia-centric for the health of the overall market, and the fact China is filled with other hardware manufacturers that want a bite at that margin and insatiable demand.

Re:OpenAI Is Preparing to File for an IPO Soon by bfkwlfkjf on Wednesday May 27, 2026 @04:30PM (#48300191)
Are you saying that china is releasing great open weights model because they want to get into the GPU business? Which institution do you imagine is coordinating this?
Re:OpenAI Is Preparing to File for an IPO Soon by selicos on Thursday May 21, 2026 @06:01PM (#48229366)
I just need another.. 522-716gb of RAM for one of the Pro models. But the DeepSeek V4 Flash - GGOUF for ds4 is only 4gb.
Re:OpenAI Is Preparing to File for an IPO Soon by BoorishBears on Friday May 22, 2026 @10:32PM (#48243988)
If you're an investor, you should read up on what's happening to those of us who need to rent 8xB200 to run a model like DSV4.