Value and reality of open AI

On By Littum

Elon Musk’s bid of $ 97.4 billion on Openai and Sam Altman’s response

Elon Musk and his investors have made an offer of $ 97.4 billion to take over Openai. Sam Altman sent a quick rejection of x – He joked that he would instead buy X (formerly Twitter) for $ 9.74 billion.

AI -Hype is at its highest

Companies are now collecting money based on hype alone, such as Stargate, which announced debt financing before they actually secured them. AI investments reach a new level of speculation.

Reality Check On Openai

In min Ecornell Certificate Course When designing and building AI solutions, we emphasize that AI is a tool. The real value is in value creation. As I often point out, back, as Openai was a research initiative, it lacked a business moan and direct customer access – factors that would have prevented me from investing.

Now Openai has turned to a consumer -focused strategy that directly challenges Google’s market dominance. This is real value here – but only if Openai performs effectively.

To win in the AI ​​consumer race, they need data and customers. Altman often talked about agi. More than when I called this just a “Playbook for Business Leaders” as we don’t see any AGI yet in the near future. The AGI discussion – in my opinion – was just to place Openai as a leader in the AI ​​room in general. However, Deepseek’s emergence has challenged this very narrative and made Openai’s long -term success far from guaranteed.

Why should Musk buy Openai? Because he’s too late!

Elon Musk has largely missed the AI ​​train. His Ventures in AI is limp afterwards. GROK, HIS CHATBOT, has failed to get traction. Xai, Hans Openai Like Compnay, has not yet provided pioneering innovations. At one point he even spoke for a break in AI development. He said this is due to ethical concerns that others assumed he needs time to catch up. His attitude towards AI regulation has changed especially as his political influence grew. But that still does not mean that Musk has a strong AI company. Therefore, it can be his best choice, especially as the US government is looking for a strong AI supplier.

Trump has signaled a desire to tighten the AI ​​access to maintain US dominance, raise concerns in Europe, and encourage a financing message from France today. Musk perhaps hope that owning Openai could place him in the center of us Ai Hegemony dreams. Maybe, but only if the American approach plays out.

AI is hard to control

I’m skeptical. AI is not like atomic energy. The US approach to tighter controls may not be effective. The recent increase in Deepseek has shown that:

  • Opening AI alternatives goes on at an astonishing pace.
  • Trade barriers do not stop AI spreading.
  • Restrictive policies can push AI -Innovation outside the United States

If Musk were to acquire Openai, he may find himself with a bigger headache than Microsoft has had.

The end of a love affair between Microsoft and Openai

This bid could indicate that Microsoft and Openai’s partnership are nearing the end. I have long suspected The Microsoft may turn away from Openai. Model Commoditization and the trend towards more cost-effective inferens suggest that Microsoft’s long-term AI-focus will switch to Amazons-Good AI applications rather than border development.

Perhaps this commandment is a sign that Microsoft is seeking to relieve Openai. The AI ​​chess board is changing rapidly. Let’s see how this is playing out.

Let’s see what happens. Ai’s future is changing rapidly.