Altman upozorava na AI balon
Sam Altman otvoreno govori o mogućnosti da se razvija veliki AI balon. Altman je rekao: "When bubbles happen, smart people get overexcited about a kernel of truth," i odmah je dodao: "Are we in a phase where investors as a whole are overexcited about AI? My opinion is yes." Ponavljanje teme o AI balonu dolazi dok OpenAI pregovara o vrijednovanju od oko 500 milijardi.
OpenAI, ChatGPT i investicije
OpenAI je dobio milijarde od velikih investitora poput Microsofta, SoftBank-a i NVIDIJe, a njegova usluga ChatGPT ima ogroman rast korisnika. "Pretty soon, billions of people a day will be talking to ChatGPT." Altman je istaknuo korisničke brojke: chatbot ima preko 700 milijuna korisnika sedmično. "We're the fifth biggest website in the world right now," i "I think we're on the clear path to the third." Takav rast utiče na diskusiju o AI balonu i dugoročnoj održivosti investicija.
Planovi i rizici
Altman najavljuje velike infrastrukturne investicije: "You should expect OpenAI to spend trillions of dollars on data center construction in the not very distant future." Iako priznaje rizike — "someone" will lose a "phenomenal amount of money," but "we don't know who," — on vjeruje da će OpenAI preživjeti i čak profitirati. "My personal belief, although I may turn out to be wrong, is that on the whole, this will be a huge net win for the economy." Debata o AI balonu, OpenAI i budućnosti ChatGPT-a ostaje u prvom planu.
