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At @TEDxVienna, I asked "What if there was no advertising?" ... Have a look, and please share if you like it. :-)
youtube.com/watch?v=01PUSr…
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Vienna, Austria 🇦🇹 English
George Nimeh
41.3K posts
George Nimeh
@iboy
TED AI Ambassador :: CEO of N&P, The Agency for Changing Times
Vienna Katılım Mart 2007
1.2K Takip Edilen6K Takipçiler
“Unfortunately, the most hyped use case of World Models right now is AI video slop (and coming up, game slop). I bet with full confidence that 2026 will mark the first year that Large World Models lay real foundations for robotics, and for multimodal AI more broadly.”
Jim Fan@DrJimFan
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@NikiKovacs I heard him say something about "water" when they were talking, but I'm not fluent enough to understand. Thanks. F-ing crazy.
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Chaos again in MotoGP. Race distance was shortened by 8 laps just 6 minutes before the warm up lap. Without consulting with the teams.
The reason? The track started to fall apart in T11 and T12.
"The asphalt was splitting. And water came out." - Bezz after the race.
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@SofaRacer Turns out Asparagus was right about Aprilia's future when he gifted his spot to JM. Hard to see him wanting to go to Yamama now.
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@SofaRacer Hard to argue with 4 in a row. 🔝 And Martin is back. If/when he starts qualifying, he'll contend for the win. My question is, does Aprilia's performance stay this way when they return to European tracks, or does Bologna gets their mojo back?
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Let’s hear your best puns. So far we’ve got:
- Diggia gets hole position in Brazil
- Dorna are looking into the problem
- Who’s going to get the holeshot in the race?’
😅😅😅
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Simo ran Instacart & knows the playbook: when unit economics break down, you pivot to those who pay and can’t easily leave. Coding agents and enterprise API are that biz. Sora & robotics & “side projects” are capital incinerators with no clear revenue timeline.
Aakash Gupta@aakashgupta
OpenAI is a $730 billion company doing what every $730 billion company eventually does: abandoning the product that made it famous to protect the product that actually makes money. The numbers explain the timing. OpenAI generated $13.1 billion in revenue last year and burned through $8 billion doing it. Internal projections show $14 billion in losses for 2026 alone, with cumulative losses reaching $143 billion by 2029. Amazon burned $3 billion before turning profitable. Uber burned $31 billion. OpenAI is projecting nearly 5x Uber’s hole, and the company expects to still be filling it three years from now. ChatGPT’s web traffic share dropped from 86.7% to 64.5% in twelve months. Google Gemini went from 5.7% to 21.5% over the same period. The consumer AI chatbot race is commoditizing in real time while the costs to compete in it keep climbing. Meanwhile, Codex crossed 1.5 million weekly active users with 20x growth since August 2025. Enterprise seats grew 9x year over year. 92% of Fortune 500 companies are using ChatGPT products. Revenue per user in enterprise dwarfs consumer subscriptions, and switching costs are orders of magnitude higher. Fidji Simo ran Instacart. She knows the playbook: when unit economics break down in consumer, you pivot to the customers who pay real money and can’t easily leave. Coding agents and enterprise API are that business. Sora and robotics and whatever else falls under “side projects” are capital incinerators with no clear revenue timeline. The $280 billion revenue target by 2030 requires roughly 2.3x growth this year, 2x in 2027, and 1.6x in 2028. That kind of compounding from a $25 billion ARR base only works if OpenAI owns the infrastructure layer for enterprise AI workflows. Consumer chatbots at $8 and $20 a month do not get you there. Codex at usage-based pricing against every Fortune 500 engineering team might. DeepSeek matches GPT-5 level performance at 1/10th to 1/30th the cost. The consumer floor is falling. The only defensible position left is deep enterprise integration where switching costs, not model quality, keep customers locked in. The mission was AGI for humanity. The strategy is Codex for Fortune 500. Those are different companies.
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If you're a researcher, being told not to be "distracted by side quests" probably hurts. Given recent gains by both Google and Anthropic, it makes sense. But I bet more than a few people are not too happy about the decision.
Berber Jin@berber_jin1
scoop - OpenAI’s Fidji Simo told staff last week that the company could not afford to be “distracted by side quests” as Anthropic gains steam in the enterprise and coding markets said company execs are actively looking at areas to deprioritize wsj.com/tech/ai/openai…
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@ZeffMax Sora feels like a side project. Interesting? Yes. Useful. Debatable. The last time I used it? Can't remember.
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great scoop. in reporting my Codex feature for WIRED, it became clear that OpenAI did not prioritize coding for years, even though it saw the potential, but is now zeroing in on it.
although, i do wonder what research areas will now be deprioritized as "side projects"
Berber Jin@berber_jin1
scoop - OpenAI’s Fidji Simo told staff last week that the company could not afford to be “distracted by side quests” as Anthropic gains steam in the enterprise and coding markets said company execs are actively looking at areas to deprioritize wsj.com/tech/ai/openai…
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@appenz @YacobBerhane @Echecrates @meetgranola @quillmeetings Yacob, does Quill/Quillam allow easy (automatic) export of meeting notes and properly diarized transcripts as md files that I can then plug in and use either narrowly in a LLM-based workflow or within a broader agentic framework?
The privacy features are a definite plus, btw.
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@YacobBerhane @Echecrates @meetgranola @quillmeetings Thanks, I may take a look. How would you differentiate vs. OpenWhisper for pure meeting transcripts?
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Sorry to see Granola @meetgranola going closed. They encrypted their local db, no local and no cloud API. In a world where notes are managed by agents, the app now has zero value.
Any recommendations for good alternatives? What are you switching to?
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@cjpedregal @diegotdlt @appenz @arielchouminov @meetgranola Easy native (automatic) exports of md files would be very helpful. In particular, the meeting notes, and properly diarized transcripts.
Afaikt this isn't possible, or if it is, it's only via a Zapier integration or similar.
I find myself copy/pasting far too much with granola.
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@cjpedregal @appenz @meetgranola MCP is not only an awful strategy; it's a dying strategy.
blog.visionik.com/mcp-is-evil-2/
Have you not noticed how many products have added a comprehensive CLI and are moving away from MCP?
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@Echecrates @appenz @meetgranola @quillmeetings There's no "bot on the call" with granola tho, right? I'd checked out Quill before but will look at it again given this news. Thanks for the heads up.
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I switched to @QuillMeetings after getting tired of the same thing.
Quill runs on your device, nothing in the cloud, no bot on the call. it has an agent built in so I stopped doing the whole download-transcript-paste-prompt loop. I just ask it to build the PRD or draft the follow-up right there.
quillmeetings.com/afropolitan
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@dee_bosa Did I read something about a time frame of the potential replacement of such software at around 24 months? Who tf is going to build all that, everywhere, using Claude & co? For large companies, it seems unrealistic/impossible.
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AI labs are competing for the right to help PE firms cancel software licenses
Wrote about why PE is the forcing function for the software shakeout (link below). Software-focused PE funds Thoma Bravo, Vista Equity are on the other side of that trade
Bloomberg@business
OpenAI is in advanced discussions to form a joint venture with private equity firms that would focus on bolstering adoption of its AI software across their portfolio companies bloomberg.com/news/articles/…
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The more things change, the more things stay the same.
George Nimeh@iboy
Watching the #oscars on @ORF. Alexander Horwath ist so langweilig. No joy. He has to be snarky and can't even say something halfway nice about Gaga and Cooper's song. I mean, I'm not the biggest fan, but it was touching. But he had to snub it. Such an asshole move. Go away.
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@brettcalhounn Overrated: Thinking Machines Lab, closely followed by most of the "wrapper" companies.
Underrated: anything combining AI & physics, in particular related to industrial engineering.
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What’s currently overhyped in the startup world? Underrated?
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@howardlindzon @altcap He'd never do that. No way. Hard to imagine that anyone in this administration would be able to do such a ...... oh. wait. sorry. erm. gotta go now. bye. 💰
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AI is deeply unpopular. According to Pew, sadly only 17% of Americans think AI will have a positive impact. In China, 83% believe AI will be positive. A token tax & political backlash is coming unless the narrative changes. 🇺🇸👀🧐
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@howardlindzon @altcap It's astoundingly bad. Utterly incapable of controlling the narrative. The irony of this coming from an industry predicated on its ability to anticipate and write what comes next should be lost on no one.
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@altcap For a product predicated on its ability to excel at writing (amongst other things), OpenAI and Anthropic are doing a pathetic job at controlling the narrative. It's astoundingly bad. Mixed messaging. Bad comms. Worse marketing. Squandered opportunity in pursuit of investment.
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