Desperate Times, Desperate Measures
We recorded 7 claims from this post. 7 can’t be checked. 4 more are held. Read the post at its source.
Claims from this post (7)
In the order they appear in the post. Each quotation is the speaker’s words in this post. A label such as “Supported” or “Can’t be checked” is the claim’s current assessment; its page has the evidence and the reasons.
Assessment: Can’t be checkedSaid
Recommendation or value judgment
“This deal reeks of desperation, and is, at best, a way for venture capitalists that feel bad about investing in Jony Ive's lack of productivity to get stock in OpenAI, a company that also doesn't build much product.”
Our reading: OpenAI's Io deal reeks of desperation and is, at best, a way for venture capitalists who feel bad about investing in Jony Ive's lack of productivity to get stock in OpenAI, which also doesn't build much product.
No horizon
Qualifier: at best
Assessment: Can’t be checkedSaid
Causal claim
“OpenAI didn't acquire Jony Ive's company to build anything — it did so that it could increase the valuation of OpenAI in the hopes that it can raise larger rounds of funding.”
Our reading: OpenAI bought Io to raise its valuation and secure larger funding rounds, not to build anything.
No horizon
Assessment: Can’t be checkedSaid
Observation
“At this point, it isn't obvious how SoftBank affords the next part of that funding, and OpenAI using stock rather than cash to buy Jony Ive's company suggests that it doesn’t have much to spare.”
Our reading: OpenAI paying for Io in stock suggests it has little cash to spare, and it is unclear how SoftBank will afford its next OpenAI funding tranche.
No horizon
Assessment: Can’t be checkedSaid
Forecast
“I cannot express how unlikely it is that this happens. Silicon is even harder than hardware!”
Our reading: OpenAI is very unlikely to launch its custom AI chip with Broadcom in the next year.
No horizon
Assessment: Can’t be checkedSaid
Forecast
“Even one of these projects would be considered a stretch.”
Our reading: Even one of OpenAI's planned projects (100M-unit device, Stargate Texas and UAE online, Broadcom chip) would be a stretch within the next year.
No horizon
Qualifier: the device, Stargate Texas and UAE, and the Broadcom chip
Assessment: Can’t be checkedSaid
Rhetoric
“OpenAI is a loser of a company run by a career liar that cannot ship product, only further iterations of an increasingly-commoditized series of Large Language Models.”
Our reading: OpenAI is a loser of a company run by a career liar that cannot ship product, only further iterations of an increasingly commoditized series of large language models.
No horizon
Assessment: Can’t be checkedSaid
Recommendation or value judgment
“Microsoft shouldn't budge a fucking inch.”
Our reading: Microsoft should concede nothing to OpenAI in negotiations over its for-profit conversion.
No horizon
Qualifier: in OpenAI for-profit conversion negotiations
Held from this post (4)
These records did not pass every check, so nothing about them is published. Held is not a finding.
- The two reviews read the claim differently
- The two reviews reached different assessments. Our reading, not assessed: (Sarcastic) Altman and Ive will not create a successful new consumer AI device that sells 100 million units within a year.
- The two reviews reached different assessments. Our reading, not assessed: Stargate Texas depends on Crusoe, which has never built an AI data center and must build at record speed.
- The two reviews read the claim differently