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Not enough disagreement in the transcripts to form camps. These are the positions taken by people with demonstrated expertise on this topic first, then by how many people heard them on it, then by VoiceRank.
The current high valuation of OpenAI is based on momentum rather than underlying economic fundamentals.
“It this would imply at a 30 the public comps of the Google trades at what? 25 or 30 times EBITDA? So this would imply a billion dollars in EBITDA. A billion dollars in EBITDA, 3 million dollars a day. They're losing 3 million dollars a day on computer reportedly”
The All-In Podcast · Jan 2023 · 1 episode · 345K views on this topicPositions are extracted from transcripts by a model and may misattribute who said what. Every quote links to the episode it came from.