Their first example [1] is a complete non-sequitur and I’m trying to comprehend how this passed human review and must assume it’s AI, which doesn’t bode well for the supposed usefulness of their system.
“What was ChatGPT Image Gen logged-in DAU for the last 30 days?
Worked for 1m 22s >
ChatGPT WAU on October 6, 2025
(rounded to nearest 100M): = 800M
ChatGPT WAU on the last DevDay 2023 (Nov 6, 2023; rounded to nearest 100M): =
100M
Mini comparison (using the rounded figures only):
• Change: = +700M WAU
• Multiple: = 8x higher on 2025-10-06 vs 2023-11-06
(WAU here is the standard ChatGPT
WAU as-of the reporting date; I'm only sharing the values rounded to the nearest 100M, per your request.)”
With the recent insane moves in quantum stocks almost makes me wonder if there’s a possibility the NSA or other USG agency is far enough ahead of publicly known capabilities in quantum computing to brute force private keys/break encryption and this info is leaking into markets.
Of course the more likely explanation is that this was a sophisticated albeit classical hack (infrastructure, social engineering, surveillance, whatever) and the quantum run-up is unrelated retail investor hysteria, but have to consider the possibility the market knows something I don’t. If the government stays far ahead enough of private industry at some point in the coming years (or decades) the USG will break encryption without public disclosure unless quantum resistant algs are put in place before that capability is achieved. Hopefully this more exotic implausibility isn’t the explanation, but entertaining to consider, and history is bizarre enough for it to be true.
I certainly do. If I really thought such a fringe explanation was anything more than highly improbable I don’t think I would feel comfortable even mentioning it at all. Still I find it a worthwhile exercise to consider outlier scenarios. The real story of course is probably even more bizarre and fascinating but I’m not sure we’ll get the declassified details this century of how the USG pulled off the biggest heist from heisters ever.
There may be fortunes to be made understanding mechanics here, but to the more general audience a strategic awareness of the unfolding, decentralized financial landscape and relatively early intervention on the part of the US should be heralded with great relief to help stave off the dystopian network state so beloved by Balaji et al
Given it’s a stock deal the question simply put is does bringing the highest profile technology designer in the world along with his team into OpenAI increase its terminal value by more than ~2%? If so, the acquisition is a success. Discussions of revenues and valuations and egos have little bearing on this question. To me it seems like an easy win on talent alone, let alone optics, network, and impact on future talent and capital conglomeration.
Makes for a good underdog story! But OpenAI is dominating and will continue to do so. They have the je ne sais quoi. It’s therefore laborious to speak to it, but it manifests in self-reinforcing flywheels of talent, capital, aesthetic, popular consciousness, and so forth. But hey, Bing still makes Microsoft billions a year, so there will be other winners. Underestimating focused breakout leaders in new rapidly growing markets is as cliche as those breakouts ultimately succeeding, so even if we go into an AI winter it’s clear who comes out on top the other side. A product has never been adopted this quickly, ever. AGI or not, skepticism that merely points to conventional resource imbalances misses the big picture and such opinions age poorly. Doesn’t have to be obvious only in hindsight if you actually examine the current record of disruptive innovation.
How could a journalist write so much and research so little as to completely miss any mention of the ongoing section 174 disaster? They even mention “tax” eleven times and specifically mention small studio cash flow issues and costly salaries, but payroll taxes and tax credits are all nothing-burgers, not worth the words on the page, compared to the insolvency insanity of being only able to expense and deduct 10% of a developer’s salary in the first year and depreciate the rest over five years.
How is that legal and not considered self-dealing and unjust enrichment? If I was a minority common stock owner in a business I assume I would have standing to sue for damages if a majority owner or officer made my position materially worse while enriching themselves in such a manner? Are you sure such a right is typically granted? I mean even the gap between 409A valuations and preferred valuations, as well as a huge amount of precedent, give a different material value to preferred and common stock. Giving that right out of thin air in a sale by an insider is effectively theft from common holders and I have trouble believing what you’re saying as I’m not sure how that could be kosher, if perhaps infrequently litigated. But is it really standard like you make it sound? That would be a very dirty secret and I expect would and should lead to litigation.
Who has the cause of action? The majority shareholders. Who authorized the stock sale? The majority shareholders. Are they really likely to sue the founder for something that the shareholders authorized?
Only in some states would minority shareholders have a cause of action. So there are some states in which the courts agree with you. As you might imagine, startups do not typically incorporate in those states.
Flip it around - it becomes a condition of the deal happening imposed by investors, who themselves are motivated to present the best deal to founders, and to have founders less economically stressed. No secondaries - no deal, and that doesn’t help anyone.
It is very common and usually a condition of closing. Investors know that preferred is way better than common. They are buying highly speculative assets and want strong downside protection.
Why is it not entering the realm of possibility for the migration system to function not at an API layer but at the levels of pixels and OCR and RPA to click through every possible interface within the ERP to export and structure the legacy data to complete a total migration? Like humans copying over the data manually?
Because the migration has to be auditable. And the data fields between the systems / databases mapped against business processes, on both systems. If you find a solution to automate that, cudos...
No, from my experience it wouldn't be fair to say that.
There is a reason why migration projects are yearlong, multi million projects. Go through one, ideally multiple, of those first before looking at automating any of that. Added benefit, jobs at those projects pay incredibly well for the functional consultants involved. And when, when not if, automation doesn't work out, you still don't have to worry about a job ever again.
This is amazing, sci-fi-like-reality. I wonder if they pull off an auto-segmentation breakthrough if the techniques might apply in other areas, like automating neuron mapping (eg. see EyeWire).
[1] https://images.ctfassets.net/kftzwdyauwt9/2tMhL5Www2vA6I62DV...
“What was ChatGPT Image Gen logged-in DAU for the last 30 days? Worked for 1m 22s > ChatGPT WAU on October 6, 2025 (rounded to nearest 100M): = 800M ChatGPT WAU on the last DevDay 2023 (Nov 6, 2023; rounded to nearest 100M): = 100M Mini comparison (using the rounded figures only): • Change: = +700M WAU • Multiple: = 8x higher on 2025-10-06 vs 2023-11-06 (WAU here is the standard ChatGPT WAU as-of the reporting date; I'm only sharing the values rounded to the nearest 100M, per your request.)”