110 mentions · 93 chunks · 59 episodes
...ty-ish models is creating huge abundance and enabling joyful software creation. OpenAI and Anthropic didn't have to die to create this abundance. But they're also not true platform companies. The Frontier Labs see the use cases on top a...
So did anyone commit a crime in the OpenAI / HuggingFace incident? I am not a lawyer, obviously! The hacking was a pretty clear example of the CFAA but it comes down to the mens rea of the ope...
...ashed, it's too late to do anything about it. In some ways, it's great that the OpenAI hack of HuggingFace was so reckless and obvious. The bad security made it more likely we'd detect the problem. If they had had good security, it's po...
...make it harder for the frontier labs to recoup their investments. Everybody but OpenAI and Anthropic benefit.
OpenAI announced a Lockdown mode. I'm seeing a lot of outlets say this is the way to make ChatGPT safe, but that's wrong. It just cuts off the most useful f...
...e accomplishment. I continue to think that part of what led to so much drama at OpenAI was the misalignment between what was a research organization and the tremendous opportunity that was dropped in their lap with the unexpected succes...
Simon Willison pointed out that both Claude and OpenAI switched their enterprise billing to be rack rate by tokens. This materially changes the costs for enterprises. Presumably enterprises have significa...
...of them currently do. Still, the duopoly pricing dynamics mean it's conceivable OpenAI and Anthropic could both switch around the same time, "independently," and that would be a stable equilibrium. 2) Vertically integrate fat-tail use c...
...o do it it was too late. Anthropic got locked into the closed position, leaving OpenAi to counter position as open. OpenAI has also made it clear you can use Codex and ChatGPT Pro in whatever harness you want. Anthropic has, in a high-v...
...locked into this equilibrium thanks to the accident that ChatGPT came out after OpenAI had already released a completion API. The amount of value that can be extracted from LLMs is extremely variable in different verticals. A general-pu...
...oyalty is not so much because of Claude's model quality. It's great… but so are OpenAI's models and even Gemini. The thing that makes it so dear to me is the significant subsidy. I'd be spending multiple thousands of dollars a month at ...
BusinessInsider: OpenAI's 'stunning admission': Maybe people don't want to book stuff inside ChatGPT Shocking!
OpenAI Plans to Price Smart Speaker at $200 to $300, as AI Device Team Takes Shape This company is out over its skis. It's acting like it's a mega-aggregato...
...dn't stop it. Bloomberg: OpenClaw might be a security nightmare for Sam Altman. OpenAI Dev's Crypto AI Agent Accidentally Sends 5% Memecoin Supply in $250K Mistake. OpenClaw Vulnerability: Website-to-Local Agent Takeover. RoguePilot: Ex...
.... That's a high bar to clear! There will be a similar challenge for OpenClaw at OpenAI.
...ally move in one direction: against the consumer. This week I got an email from OpenAI with the subject: "Updates to our privacy policy." My immediate response was "Good, they're going to screw me over in some subtle new way that is obs...
An NYT OpEd: OpenAI Is Making the Mistakes Facebook Made. I Quit.
Stratechery points out why OpenAI had to do ads… and what a hard road that is.
... in the Wild West roundup: A Google Calendar Prompt Injection attack on Gemini. OpenAI's API logs can be exfiltrated by prompt injection. Bruce Schneier: Why AI Keeps Falling for Prompt Injection Attacks. Anthropic quietly fixed flaws i...
...trope walk across an alligator pit in a hurricane. I don't have confidence that OpenAI has the culture or incentives to do this well.