"More Texans use ChatGPT for free than total people use Claude in the US, so we have a differently-shaped problem than they do. (If you want to pay for ChatGPT Plus or Pro, we don't show you ads.)"
Why the incumbent BigCo AI CEO -- who has more Texans using their product than apparently Claude's entire US userbase -- needs to or rather is choosing to be using zingers to make a rebuttal about a competitor's ads is much more interesting than the content of the message itself... which is mostly corporate feelgood slop.
Is OpenAI's runway actually as bad as the doomers like Ed Zitron think it is? Is OpenAI's deal with NVIDIA actually on ice? Are they seeing something in the subscription data that is troubling? Maybe it's nothing and SamA just felt like doing some dunking on twitter today. Or maybe the stress levels around running openAI have increased.
I previously thought OpenAI was going to be fine and the doomers were wrong. I still think the race is theirs to lose since they have very strong branding and userbase right now. But this is a very weak signal that gives me more pause about OpenAI's future than any of the doomsayer articles have.
I give a slightly higher weight to my psychoanalysis of the company's CEO's actions because none of the doomer articles have access to material nonpublic information or company internals to truly opine on the financial health of a multibillion dollar enterprise.