I've liked some of Ed's previous writing, but this is a craaaazy statement: "The Future of Generative AI Rests On OpenAI".
OpenAI is an over-hyped, over-priced, and under-performing AI company. Fortunately, the underlying LLM/transformer technology is real and valuable and not at all dependent on OpenAI. It would be good to deflate some of the hype around OpenAI and other non-viable companies.
You can adjust he headline like this: "The Future of Generative AI (Market) Rests On OpenAI", then it would be more precise. Basically - if OAI crashes, then it will take down all competitors, like bowling pins. No one will erase existing NN software from the hard drives of course.
o1-pro at $200/month isn't holding up very well compared to Gemini 2.5 Pro at $20/month, for instance. It offers similar benchmark performance at perhaps 10% of the speed.
OpenAI is an over-hyped, over-priced, and under-performing AI company. Fortunately, the underlying LLM/transformer technology is real and valuable and not at all dependent on OpenAI. It would be good to deflate some of the hype around OpenAI and other non-viable companies.