OpenAI announces SoftBank partnership as fallout from DeepSeek continues

semafor.com

18 points·thunderbong··17 comments

There's nothing quite so satisfying as increasing the blast radius.

Softbank is dumb money at the poker table once again. Will they be left holding the bag again, like they did with WeWork?

https://www.wsj.com/tech/ai/sam-altmans-answer-to-deepseek-i...

does anyone have an archive link to this link (from the article)?

https://archive.ph/Y7kUR

#bless. this is probably the more interesting story

Edit: after reading, not that interesting. The headline is the whole story.

ChatGPT has become a synonymous with chatbots and Thell be synonymous with AGI when it arrives. ChatGPT had 300 million weekly active users some time ago and it’s growing at an incredible clip. Normies now see OpenAI and chat bots like they view search engines and Google.

Fast-forward in 10 years, we will have 128 GB of memory in our devices, better packed models and optimized LLM acceleration chips. Seems fine to run DeepSeek-R1 locally. So, no more OpenAI for day-to-day use unless a deep internet search is needed.

In this scenario, AI companies are frozen in time while personal electronics improve.

Ten years is a long time, make all forecasts with the confidence that you're likely wrong for reasons that haven't emerged yet.

AI companies != OpenAI and there is no guarantee that all the AI innovation in the future will even happen in the US.

That is precisely the point I'm making, though without any predictions or speculation myself.

DeepSeek gives for free, what OpenAI asks people to pay for. OpenAI is in a lot of trouble.

This is exactly what Google and OpenAi meant when they list "no moat" as a risk.

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