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vessenesyesterday at 6:35 PM1 replyview on HN

Any materially false public statement by one of the foundation lab CEOs is a huge foot fault. I'm not saying they would never lie, but it would be a very, very dumb thing to do. That public information can be relied on by their private (very powerful) investors. I think if you're hearing these numbers ballparked in public settings, they are, as a prior, directionally accurate.


Replies

SpicyLemonZestyesterday at 7:04 PM

I agree, although I would emphasize that Worldcom is a great example of a CEO doing that very dumb thing. But I am not hearing these numbers ballparked in public settings. As far as I can tell, all the numbers people discuss for OpenAI or Anthropic margins come from anonymous leaks of internal documents.