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From open source to making money, has OpenAI really changed? Market: I only look at the results
Ideals are important, but the market is more realistic.
OpenAI's original vision was openness and non-profit, but now itโs clearly moving toward commercialization. Does this count as a "betrayal"?
From an emotional perspective, yes.
From a practical perspective, itโs hard to avoid.
The core issues in the AI industry are:
๐ High costs
๐ Long return cycle
Without commercialization, sustained investment is difficult.
Elon Musk focused on the "commitment problem,"
While the market cares about:
๐ Whether it can continue to lead
This is a conflict between two logics.
My judgment is:
๐ Even with legal risks, OpenAI will not revert to a fully non-profit model
Betting strategy:
๐ Not betting on "returning to the original aspiration"
๐ Betting on "business model optimization and upgrade"
In a nutshell:
The market doesnโt care what you said at the beginning, only what you can do now. #Polymarketๆฏๆฅ็ญ็น