ChatGPT: News on Open AI, MidJourney, NVIDIA, Anthropic, Open Source LLMs, Machine Learning Industry Experts Assess OpenAI Spending Practices
Dec 7, 2025
Experts dive into OpenAI's aggressive spending, debating efficiency versus potential bubble risks. Dario Amodei warns about the dangers of timing uncertainty and the pitfalls of rapid expansion in data centers. There's a discussion on chip depreciation affecting hardware investments, emphasizing conservative growth strategies adopted by competitors like Anthropic. The conversation also touches on revenue milestones and concerns surrounding OpenAI's infrastructure choices amidst recent PR controversies.
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Timing Uncertainty Creates Bubble Risk
- Dario Amodei argues AI has strong long-term fundamentals but uncertain timing of economic value.
- That timing uncertainty creates operational and financial risks that resemble a classic bubble.
Data Centers Are Fixed-Timeline Bets
- Large capital bets like building data centers face fixed timelines that may not match when value materializes.
- Those mismatches can leave firms overextended if demand timing is wrong.
Plan Conservatively For Hardware Cycles
- Model conservatively for hardware depreciation and weaker demand scenarios to avoid being caught upside down.
- Anthropics explicitly uses conservative chip assumptions to manage rapid hardware cycles.