{"podcast":{"title":"muckrAIkers","slug":"muckraikers-7026051","podcast_index_feed_id":7026051,"rss_url":"https://feeds.transistor.fm/muckraikers","website_url":"https://kairos.fm/muckraikers/","image_url":"https://img.transistorcdn.com/2Xoj9Q8V0g3EZ4QkfrR-DMBxWLBu5eO1bikePOFS7Ng/rs:fill:0:0:1/w:1400/h:1400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS83MzQ3/NzVkMTk3MWFiM2Nl/ZDRmNzFhMGQxZDQ3/MzM3Yi5wbmc.jpg","author":"Jacob Haimes","episode_count":25,"summary":"Join us as we dig a tiny bit deeper into the hype surrounding \"AI\" press releases, research papers, and more. Each episode, we'll highlight ongoing research and investigations, providing some much needed contextualization, constructive critique, and even a smidge of occasional good will teasing to the conversation, trying to find the meaning under all of this muck.","last_synced_at":"2026-07-15T04:21:26.211565+00:00","page_url":"https://stenobird.com/podcast/muckraikers-7026051"},"episode":{"title":"Winter is Coming for OpenAI","slug":"winter-is-coming-for-openai","published_at":"2024-10-22T15:00:00+00:00","page_url":"https://stenobird.com/podcast/muckraikers-7026051/winter-is-coming-for-openai","show_page_url":"https://stenobird.com/podcast/muckraikers-7026051","url":"https://kairos.fm/muckraikers/e004","audio_url":"https://op3.dev/e/media.transistor.fm/fcc8770a/00dd5ab1.mp3","summary":"Brace yourselves, winter is coming for OpenAI - atleast, that's what we think. In this episode we look at OpenAI's recent massive funding round and ask \"why would anyone want to fund a company that is set to lose net 5 billion USD for 2024?\" We scrape through a whole lot of muck to find the meaningful signals in all this news, and there is a lot of it, so get ready! (00:00) - Intro (00:28) - Hot off the press (02:43) - Why listen? (06:07) - Why might VCs invest? (15:52) - What are people saying (23:10) - How *is* OpenAI making money? (28:18) - Is AI hype dying? (41:08) - Why might big companies invest? (48:47) - Concrete impacts of AI (52:37) - Outcome 1: OpenAI as a commodity (01:04:02) - Outcome 2: AGI (01:04:42) - Outcome 3: best plausible case (01:07:53) - Outcome 1*: many ways to bust (01:10:51) - Outcome 4+: shock factor (01:12:51) - What's the muck (01:21:17) - Extended outro Links Reuters article - OpenAI closes $6.6 billion funding haul with investment from Microsoft and Nvidia Goldman Sachs report - GenAI: Too Much Spend, Too Little Benefit Apricitas Economics article - The AI Investment Boom Discussion of \"The AI Investment Boom\" on YCombinator State of AI in 13 Charts Fortune article - OpenAI sees $5 billion loss in 2024 and soaring sales as big ChatGPT fee hikes planned, report says More on AI Hype (Dying) Latent Space article - The Winds of AI Winter Article by Gary Marcus - The Great AI Retrenchment has Begun TimmermanReport article - AI: If Not Now, When? No, Really - When? MIT News article - Who Will Benefit from AI? Washington Post article - The AI Hype bubble is deflating. Now comes the hard part. Andreesen Horowitz article - Why AI Will Save the World Other Sources Human-Centered Artificial Intelligence Foundation Model Transparency Index Cointelegr…","meta_description":"Brace yourselves, winter is coming for OpenAI - atleast, that's what we think. In this episode we look at OpenAI's recent massive funding round and ask \"w…","key_points":[],"chapters":[],"topics":[],"duration_seconds":4957,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/muckraikers-7026051/episodes/winter-is-coming-for-openai/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/muckraikers-7026051/winter-is-coming-for-openai.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}