openai

OpenAI is building the biggest house of cards in history. Its “circular financing” aggravates the threat of the AI ​​bubble

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Yesterday OpenAI and Broadcom announced a collaboration agreement that will see both companies design and deploy 10 GW of custom AI chips over the course of four years. It’s a new episode of that unusual strategy that OpenAI has carried out and which is summarized in an increasingly disturbing concept: that of circular financing. Multimillion-dollar agreements. In recent weeks we have seen how OpenAI has reached new agreements worth billions of dollars with large companies in the semiconductor sector. Thus, we have: Circular financing. All these advertisements respond to a unique circular financing strategy in which chip companies (the suppliers) not only sell their products to an AI startup (customer), but also invest capital in that startup, which in turn uses that capital to buy more products from its investor. In reality, the supplier “does not invest” as such, because that money ends up going back into purchases of its products and services. It is in fact something similar to what OpenAI did with Microsoft when the latter invested $13 billion in it. Rather than investing them, it allowed him to use a kind of subscription for that amount to use his cloud, Azure, and its computing resources. It’s a win-win for some and for others. OpenAI wins. These agreements allow OpenAI to have guaranteed access to computing, something you need like eating. The startup spends billions a year and still not profitablebut thanks to this strategy he obtains a massive flow of capital. In the case of Broadcom, it also manages to collaborate in the design of customized chips for minimize future dependence on other partners (such as NVIDIA or AMD) and thus enjoy a lower total cost of ownership in the long term. And by signing with three different semiconductor suppliers, it encourages competition and improves its bargaining power. Bright. Suppliers win. The circular strategy also benefits NVIDIA, AMD and Broadcom. All of them gain a customer with almost unlimited demand, and can register immediate income from the sale of chips while the cost of the investment is amortized over time. NVIDIA also manages to maintain its dominant position, while AMD and Broadcom manage to expand in this market. If there are also actions involved, all of them are revalued and participating in each other is another element of interest in these financial operations. They reinforce and grow larger among themselves, and while they weaken all the others. A gigantic house of cards. But compared to that strategy, reality. And the reality is that this circular flow of capital is creating artificial demand in which the supplier pays itself. The systemic risk is enormous: if OpenAI fails or AI growth slows, the domino effect can significantly affect these vendors and their investors. We are facing a huge (and fragile) house of cards that, if it collapses, will have equally enormous consequences. The AI ​​bubbleif it really exists, continues to grow and grow. Total uncertainty. There is also absolute uncertainty about the promise of AI: will we really use it as much as these companies think we will? Will OpenAI be able to deliver on its promise and turn a profit in 2030? It is impossible to know. Finally, another problem: these circular agreements make these companies larger, but they make the entry of new competitors in both markets increasingly complicated. There are winners, but also losers. While all this is happening and the shares of these companies are skyrocketing, the reality is that there are also losers. The retail investor is blind to these events—and suspicions about cases of insider trading They are inevitable. And of course when talking about competition we are not talking about new competitors, but also current ones. Anthropic or Perplexity, with already established businesses, now finds it more difficult to compete. Google, Microsoft or Meta have plenty of infrastructure and economic resources, but they are still seeing how OpenAI is getting bigger and bigger without being able to prevent it. If successful, OpenAI may end up being above all of them, because it seeks the same thing that every company seeks even if it does not admit it: become a monopoly. Image | Xataka with Freepik – Gemini In Xataka | You thought you had an amazing connection on Tinder, but you were actually chatting with ChatGPT

OpenAI has taken its first step towards Latin America. Behind it there is an investment of 25,000 million in Argentina and many questions

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For almost any country in Latin America and the world, a company like OpenAI announcing a multi-million dollar investment sounds like a golden dream. It is not only the most influential company on the planet in artificial intelligence, but also one of the pacesetters in the industry. Its arrival promises jobs, economic movement and global visibility. But, as with any large-scale project, it also has doubts: energy consumption, water use or the sustainability of a data center of hundreds of megawatts are not minor issues. Argentina, at least on paper, has been chosen to attempt that leap. The announcement of the Argentine Government It is based, at least for now, on a single document: a letter of intent signed between OpenAI and the local company Sur Energy. The text, published on October 10, 2025, mentions an investment of “up to $25 billion” for a data center of “up to 500 megawatts,” under the Incentive Regime for Large Investments (RIGI). The location of the project is not specified nor are deadlines or construction phases detailed, which keeps it in a preliminary stage. The Argentine president met at the Casa Rosada with representatives of OpenAI last week Silences that weigh. There are details that attract attention. A multimillion-dollar announcement, linked to the expansion of OpenAI in the region, and yet neither its CEO nor the company itself have communicated it through their official channels. That they have not done so does not invalidate the project, but it does mark a distance with the institutional enthusiasm on the Argentine side. In this type of operations, communication is usually part of the message. Here, for the moment, it is conspicuous by its absence, at least on the side of the American startup on its website and social networks. The plan: AI factories at scale. Stargate is not an isolated project, but the name that OpenAI uses for its global infrastructure program. Its objective is to build a network of data centers capable of supporting cutting-edge artificial intelligence models, the technology that gives life to tools such as conversational chatbots or image generators. In the case of OpenAI, those models are the ones hidden behind products like ChatGPTbased on systems such as GPT-4 either GPT-5. The plan began to take shape months ago, when the company announced an ambitious infrastructure project in the United Stateslater expanding it to other countries. Interior of Stargate 1, the first large-scale data center developed under OpenAI’s own program Power, density, permissions. Data centers for artificial intelligence operate in another league. They concentrate massive training on GPUs with industrial-level consumption and an energy density much higher than that of a conventional data center. Each room requires advanced cooling systems capable of constantly keeping the temperature under control. And, although permits and licenses are required as in any facility of this type, its scale and technical requirements make building one of these projects a much more complex and lengthy process. {“videoId”:”x8jpy2b”,”autoplay”:false,”title”:”What’s BEHIND AIs like CHATGPT, DALL-E or MIDJOURNEY? | ARTIFICIAL INTELLIGENCE”, “tag”:”Webedia-prod”, “duration”:”1173″} RIGI and financing: promise vs contract. As we say, the project is covered by the Incentive Regime for Large Investments, a tool created by the Argentine Government to attract foreign capital through tax, customs and exchange advantages. In practice, the RIGI facilitates the conditions so that a large-scale project can be financed, but it does not guarantee that the investment will materialize. Patagonia sounds loud, it’s not official. On paper, there is no defined location. Neither the Argentine Government nor OpenAI have mentioned Patagonia in their statements. Even so, the name of the local company that appears in the letter of intent, Sur Energy, fuels the idea that the project could be developed in the south of the country. The president of Argentina, Javier Milei, with the CEO of OpenAI, Sam Altman, in May 2024 Climate and design: allies or burden. If the southern hypothesis gains strength, it is also for a technical reason: the climate plays in its favor. Colder areas allow you to operate with less cooling energy and take advantage of outside air, something that reduces costs and emissions. In parallel, the availability of water continues to be a decisive factor. The new artificial intelligence campuses, aware of this risk, are adopting cooling systems that minimize the use of water resources. We will have to wait to know the option chosen by OpenAI. When the network or the water say no. The location of a data center does not depend only on the weather or tax incentives. Factors such as the electrical grid or the availability of water can mark the success or failure of a project. Mexico, for example, is one of the largest technology hubs in the region, but even there a Microsoft data center ran into the limitations of the national network. and had to resort to gas generators. In Chile, Google saw its plan blocked due to excessive water use. They are reminders that it is not enough to have space: you need infrastructure. In Xataka In the nineties, no one saw how the Internet would starve factories. Thirty years later, AI is doing the same thing From exclusivity to autonomy. For years, OpenAI’s infrastructure depended almost entirely on Microsoft. In 2019, the Redmond company invested 1 billion dollars and became your exclusive cloud partner. Over time, that alliance grew to exceed 10 billion, consolidating Azure as the platform where the company’s models were trained and executed. However, OpenAI has been seeking greater operational autonomy. The Stargate program responds precisely to that idea: having its own computing resources and diversifying its technological dependence. From paper to concrete. For now, it all depends on the next steps. For the initiative to move forward, a definitive contract between OpenAI and Sur Energy, the presentation of environmental studies and electrical interconnection licenses will be necessary. The financing scheme and long-term energy agreements will also have to be defined. Only with these pieces in place can we speak of a real work. Until then, … Read more

Openai has opted a billion dollars to become the Windows of the AI. Or it goes well or is going to be the mother of all bubbles

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In recent weeks, Openai has signed contracts that total more than one billion dollars (it is not a False Friend) With Nvidia, Oracle and AMD. But for now it continues to burn effective and does not expect to be profitable, at least, until 2030. Why is it important. This is not a growth strategy. It is an existential commitment. Large door or cemetery. Openai can only justify these commitments if it becomes the inevitable platform on which the entire ecosystem of the build. As Windows was for the PC. The general panoramic. Ben Thompson, analyst Stratechery, has defined it perfectly: OpenAI is running Microsoft’s play in the 80s and 90s. He doesn’t want to be a software company. It wants to be the AI ​​operating system. This week has presented native apps within chatgpt: Canva, Zillow, Spotify, Uber or Booking among others are integrated directly into the chatbot. They are not external links but experiences that live within Chatgpt, just like Excel and Word lived within Windows. The difference with being any app changes everything: If you are the platform, capture to users first and developers come later. First you add mass users, then you get free developers for your platform. Chatgpt has hundreds of millions of users. The companies that are integrated this week because Openai controls access to that audience. Exactly as Microsoft controlled access to PC users in the 90s. The figures. The commitments are dizzy. Nvidia will invest up to 100,000 million in OpenAI, which undertakes to fill data centers with millions of its chips. OpenAI has signed 300,000 million with Oracle, which in turn spends billions in Nvidia processors. Monday closed Another agreement with AMD by tens of billions in exchange for Warrants to buy up to 10% of the company. Coreweave has OpenAi contracts for 22.4 billion. The total exceeds billion dollars according to Financial Times. Even distributed in one or two decades, it is a bet that is only supported by absolute domain of the market. Between the lines. The agreement with AMD replicates a historical play. In the 80s, IBM forced Intel to license its processor to a second manufacturer to avoid unique supplier dependence. AMD was that second. OpenAI is using its dominant position in users to force alternatives to NVIDIA and guarantee negotiation power. If OpenNAI controls the software layer that matters, Nvidia pricing power is reduced. As Intel discovered that Microsoft, and not them, really controlled the value in the Wintel era. The key is who captures the value: During the PC era, Intel had huge benefits selling processors. But more value accumulated in Microsoft, which controlled the operating system. OpenAi is positioning to be that Microsoft, not that Intel. That is why the agreement with AMD comes only weeks after Nvidia invested in Openai. The message is clear: Openai controls access to users and that gives the definitive power in the value chain. The threat. Every collapse if Openai does not achieve that domain. Oracle reported yesterday 14% margins in your business Cloud: Win 14 cents for each dollar. The action sank. Paulo Carvao, Harvard researcher, sees the bubble pattern Puntocom: “The circular agreements inflated artificial growth. IA companies have real products, but they spend much more than they can monetize,” he said in Bloomberg. Yes, but. Altman has real users using the product every day. That is what the CEOS Puntocom did not have. Microsoft took a decade to match the Mac, but the two -way base of Apple’s technical superiority irrelevant. Chatgpt already has that advantage. And OpenAi is in explosive growth, not in decline. Decisive moment. We are in bubble territory. The question is what lasting infrastructure will remain when some companies break. The chips do not last. Data centers do not justify pain either. The real and durable prize would be something like a great expansion in electricity generation for half a century. OpenAi has become the axis of all the construction of AI infrastructure. Each announcement triggers the actions of its partners. Is THE NEW KING MIDAS DE THE BAG. At stake. U Openai becomes Windows, or collapse. There is no middle ground. Altman said it this week: “Someday we have to be profitable. But now we are in the investment phase.” That phase exceeds the billion dollars. It only makes sense if Chatgpt becomes as inevitable as Windows in the 90s. It is the biggest bet in the history of technology. In Xataka | 30 years ago the island of Anguilla stayed with the domain .AI by chance. Today it is making gold thanks to the AI Outstanding image | Dima SolominMicrosoft

Chatgpt began as a simple assistant of AI. OpenAI wants to turn it into your future operating system

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OpenAi wants to change everything with chatgpt. The chatbot of AI He no longer wants to be a chatbot of AI with whom we talk: he wants to do everything for us. And to do so the idea is to turn ChatgPT into something surprising: an operating system with which you will talk and talk to ask for things. Why is it important. The developer event held yesterday by OpenAI allowed reveal a new application platform that wants to have ChatgPT as a central axis. The new philosophy makes all types of third -party services work directly within Chatgpt, which connects them and converts them in part of a promising user experience. Surprising examples. During the presentation they were shown various cases of use in which a user simply planned a chatgpt trip and it connected to Booking or needed a training course and the chatbot served it with extra comments connecting to Coursera. OpenAI already has a preliminary version of the SDK that will allow developers create applications that can then interconnect with chatgpt As those first examples already do among those that are Spotify, Canva, Zillow, or the aforementioned Booking and Coursera. It is not a “superapp”, it is something more. The search for a new surface has been for example a particular obsession of Elon Musk. Its objective was to convert X (formerly Twitter) into a surface similar to Wechat, which is that “tool to do everything” that triumphs in China. This SUPERAPP integrates a lot of own services, but also to minialyucations with which the user must operate quite manually. With chatgpt the intention is another. Machine, do everything for me. With operating systems such as Windows or MacOS what we normally ask when doing something is “What app I need to perform this task?” With this apparent chatgpt transformation into an operating system we can simply tell the chatbot “I want to do this task” to complete it. Second attempt. Openai already really tried something like that with the GPT store that launched in January 2024 and allowed to create “personalized GPTS”. Although the company presumed that they had been created More than three million of these GPTSthese “widgets” were nothing more than slight modifications of the Traditional Chatgpt assistant. Although the idea was promising That did not curdle, but this attempt is much more ambitious, especially because now Chatgpt wants to become a kind of orchestra director that connects to all kinds of services to do what the user needs at all times with simple prompts written or spoken. A de facto operating system. Openai’s proposal resembles – at least, conceptually – to what we usually conceive as a modern operating system. Its fundamental function is to serve as an interface between the user and the machine, and here Chatgpt wants to be something similar. It doesn’t matter the hardware and application, because it is Chatgpt that interprets the user’s intention and then connects with the most appropriate applications for each task. Monetization. In Openai they also mentioned that they are preparing the integration of His new agentic commerce protocol to allow payments between services and users. There was no talk of what kind of economic agreement signs Booking or Spotify when they interact with chatgpt, but it is evident that for these services the traffic that comes from chatgpt can be very valuable, and it is reasonable to think that Openai takes a commission if economic transactions are completed. OpenAI VE Chatgpt as an operating system. Nick Turley, head of the Product of Chatgpt in Openai, explained In a subsequent conversation with means what was the vision of the company: “What you will see during the next six months is an evolution of Chatgpt, which will go from being a really very useful application to become something that will look a little more to an operating system.” Developers, come to me. For your idea to succeed, OpenAi needs be available globally. This tool now offers additional characteristics To, for example, connect it to Slack or use it as an SDK to integrate into other workflows. Of the mouse and the keyboard to the conversation. Chatgpt raises that future we have been talking about: one in which instead of using mouse and keyboard to handle our computer We will use text and voice prompts. The interaction theoretically will have to think about how we want to do things – that will already be in charge of chatgpt and the services to which it connects – and more what things we want to do. It is a radical change that promises to get closer even more to do everything with machines … to depend more than ever on them. In Xataka | Openai and AMD have just signed more than an AI agreement: it is the bartering of despair

Openai has just opened the door to a new way of using apps with chatgpt

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The next time you ask for Chatgpt Help you mount the playlist for your birthday, the chatbot may go one step further. You may propose to do it directly with Spotify and, if you connect your account, offer you add the list to your profile with a single touch. And not only is limited to Spotify. Openai has just considered a new way of using applications. The company directed by Sam Altman has announced An update that allows you to use apps from the conversation window itself, in natural language and without the need to open eyelashes or leave the chat. Some functions also incorporate small visual interfaces adapted to the chatbot environment to offer a more fluid experience. A few apps to start. In order for applications to work within Chatgpt, developers must integrate OpenAi SDK and accept their conditions, designed to guarantee a safe experience. The project is still in an early stage. The SDK is in preliminary version and, for now, only seven companies participate in the pilot. Openai has selected them to show how this new applications integration within the chat will work: Booking.com Canva Coursera Figma Expedia Spotify Zillow How apps are used in chatgpt. There are two ways to use them. The first is to mention them directly if we know they are compatible. The second, more automated, occurs when Chatgpt himself suggests connecting an app to continue a task. It is an interesting function, although it can be somewhat invasive for some users. For example, if we have a linked Canva, it would be enough to write “Canva, can you turn this scheme into a presentation?” The application would generate different versions from the content. With Expedia, we could ask you to look for hotels in Chicago with King bed for less than $ 250 a night, and the integrated app in charge of the rest. The striking of this new generation of applications is how it combines family interactive elements, such as maps, lists or presentations, with the naturalness of a conversation. There are limitations. At the moment, the novelty has clear limits. Only a few apps are compatible, the support is available only in English and, at least for now, it cannot be used in the European Union. Openai has not explained the reasons, although everything points to the privacy regulations that usually slow the launch of new artificial intelligence functions in the region. The company states that it works to offer it “soon” also in the community block. Security and privacy. By using integrated applications, users are subject to both OpenAI terms and those of each connected service. The company has urged developers to “include clear privacy policies, collect only the necessary minimum data and be transparent with the requested permits.” It also promises “more granular” privacy controls so that each user can decide which specific categories or data can use each application to customize the results. The data business. The data is the new gold. Not literally, but in value. From the beginning of segmented advertising to the rise of artificial intelligence, companies have demonstrated a voracious appetite for user information. That is why it is convenient to review the privacy policies of the applications that we use: to understand how our data is collected and process, at this point, almost as important as using them. Images | OpenAI In Xataka | Openai and AMD have just signed more than an AI agreement: it is the bartering of despair

Openai presents something today, and all leaks point to the same: their own N8N

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A media specialized in AI, Testing Catog, He leaked this weekend what he will present today, Monday, October 6, Openai is his Devday event: a visual drag interface and release that allows to create automated workflows with AI agents, without the need to program. This event It has been scheduled for more than three monthsbut it has been on the horn when the filtration has arrived. Why is it important. If confirmed, Agent Builder would be the direct entry of OpenAI in a market dominated by N8NZapier and Make.com, with a brutal advantage: native integration with their own models. Current platforms greatly simplify the process, but continue to require complex API settings. Agent Builder, on the other hand, would offer direct access to OpenAI models from a unified interface. The leaked components include conditional logic, MCP connectors (One of the great protagonists in the AI ​​of 2025), user approvals, safety barriers and data transformation. The reaction. X has exploded with speculation from filtration. Many developers openly speak of a “N8N Killer” and a “threat to Zapier”. The OpenAi CEO, Sam Altman, has fueled the fire without confirming anything: “Excited by Devday tomorrow! New things to build with AI”. Between the lines. Filtration does not seem accidental. Openai has been sowing the pieces for months: Sdks for Agents. Web action functions in chatgpt. Infrastructure for autonomous deployments. Agent Builder would consolidate this architecture in an accessible tool that reduces the input barrier to create AI solutions. The Altman company has been moving from Apis Pure for some time to a larger ecosystem. Yes, but. If it materializes, the tool can catch users in their closed OpenAI ecosystem, which eliminates the flexibility offered by tools already underway by allowing several language models to be used. Open source platforms such as N8N maintain an important advantage, in any case: with them you can use Anthropic, Google models or any other supplier. Agent Builder will presumably stood you to OpenAI models exclusively. And now what. The Devday event starts in a few hours. If Agent Builder is confirmed, the rules of the automation market with AI will change. In Xataka | There is a new unicorn in Europe: it is called N8N, it is German and has converted the automation of workflows into something sexy Outstanding image | N8N

Openai not only dominates in ia. Now the App Store in the United States with Sora and Chatgpt is also “eating”

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Getting to the podium of the most popular free applications of the App Store is the dream of any developer. It is not just about adding downloads: it means achieving a massive user base and enviable visibility. For many, the reasoning is automatic: “If this app has come here, something must have.” In that scenario, Openai is marking a milestone. The company of Sam Altman barely has two applications and both They occupy the highest positions of the ranking in the United States. It is a direct reflection of the interest that arouses among users and the influence that the firm has acquired in a matter of months. A surprise launch. On Tuesday, after announcing with just a couple of hours in advance, an event, Openai presented a new version of its video generator. But the real surprise came later: An application with a spirit of Tiktoklaunched at the moment in the United States and Canada under invitation. A brilliant rise. Although its access was limited, the app began to add downloads quickly. In just one day it reached 56,000 facilities, According to Appfiguresand this Friday had already become the most unloaded application in the country. An immediate irruption reminiscent of the viral phenomena of other times. The success of Sora by OpenAi It soon reflected in Apple’s official data. The app has reached the first place of the section “Top Charts”surpassing a GeminiGoogle’s chatbot, already Chatgptthe other application of Openai itself. Besides, it also dominates The photo and video category. Much more than download. Being up in the App Store does not depend only on the volume of facilities. Specialists in the field They point out that Apple uses an algorithm that, in addition to downloads, values ​​the retention of users, reviews, the stability of the app and other decisive factors. The details of the algorithm, however, are unknown. The viral factor. Sora’s proposal has met expectations: becoming a viral content factory. Its dynamics encourages users to star in their own memes and share them in a social environment That, in turn, multiplies its reach. The result is an addictive experience that is gaining ground at high speed. OpenAI in front of the usual giants. Today, the place that once occupied WhatsApp, Facebook or Messenger is claimed by OpenAi applications. In the United States general list, the first finish applies appears in the fourth position with Threadsand it is not until the 13th place that we find WhatsApp. What we are seeing is an OpenAi settlement in the digital life of millions of people. The company not only marks the step in artificial intelligence: it is also conquering one of the most influential platforms in the world, the App Store. Images | Screen capture In Xataka | Openai is demonstrating to be able to overcome the goal in virality. His mission was not supposed to be that

Openai is already worth half dollars, its employees are selling shares … and the San Francisco Explorado real estate market

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OpenAI has closed a secondary sale of shares of 6,600 million dollars that places its valuation at 500,000 million. In addition to a financial milestone, this is also an earthquake in the San Francisco real estate market, where employees more than two years old are monetizing part of their participations to buy properties. Why is it important. The operation allows current and old workers to sell Equity to investors eager to access the company’s shareholders or increase its presence in it. They are actors like SoftBank, Thrive Capital or MGX of Abu Dhabi. Openai had authorized sales for more than 10,000 million, although it finally only materialized 66% of that amount. A year ago, its valuation was 157,000 million. It rose to 300,000 million in March 2025, and now reaches 500,000 million, surpassing Spacex (456,000 million). The context. San Francisco real estate agents They are seeing something they had not seen before: Buyers who sell shares of private companies to pay tickets of $ 375,000 (the average in certain neighborhoods of the city) or directly buy in cash. Neighborhoods like Hayes Valley (renamed ‘Valley brain‘For the concentration of AI startups), Noe Valley and Mission Bay are receiving direct pressure from these new buyers with a deep pocket. Mechanics. OpenAI and other AI companies remain private (that is, without going to be traded in the stock market) much longer than the technological startups of previous generations. Employees cannot wait years in an IPO to access their paper wealth. So secondary markets, where private shareholders sell to institutional investors, have become the fast road to convert cash actions. Between the lines. This secondary sale fulfills two functions: On the one hand, it is a retention tool in the middle of a brutal war for talent: Goal has signed at least seven OpenAi Top engineers This summer, often with millionaire bonds. On the other, it allows Openai to keep employees happy who could be frustrated by the lack of liquidity, without having to go over or dilute the control. Yes, but. The OpenAI conversion into a profit company It has not been reversed by a final sentence. In March 2025, a federal judge rejected Elon Musk’s request to issue a precautionary measure to block that change, although he allowed several of his claims to proceed to trial. On the other hand, some investment conditions linked fund commitments (for example of softbank) to which OpenAi advanced with its restructuring, so that if certain milestones were not fulfilled, those commitments could be affected. Musk, who co -founded Openai and left the organization in 2018, sued Openai and Altman arguing that they had breached foundational commitments by moving away from his original non -profit mission. The impact. The consequences in San Francisco go beyond buyers with a lot of money: AI companies such as OpenAi, Anthropic and company are causing An increase in housing demand in neighborhoods close to their work. The cycle features: more well -paid employees generate more demand, more pressure on prices, and more need for immediate liquidity to compete in a market where cash offers have an advantage. Real estate professionals point out A change with respect to previous booms technological: Buyers not only have a high heritage, but also have access to immediate liquidity through secondary markets. They sell just enough for entry and closing expenses, and maintain their exposure to the company, but ensure a tangible asset that diversifies their risk. The big question. Is this sustainable? Openai right now is The most valuable startup in the worldbut loses money while competing in an AI infrastructure race that needs almost unlimited money. If the valuation bubble is deflated, thousands of employees with huge mortgages based on overvalued shares could be seen in trouble. At the moment, the secondary market is creating a new class of owners in San Francisco: AI engineers who have turned code into houses without waiting for the Wall Street bell to sound. In Xataka | Openai’s new social network is hilarious and addictive. So much that it is easy to forget what hides behind Outstanding image | Joshua Sortino

Openai is demonstrating to be able to overcome the goal in virality. His mission was not supposed to be that

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Openai has launched Sora, its social application with which it invites users to create short videos generated by AI and then share them on that network. The product has turned out to be an immediate viral success, extremely simple to use and highly addictive. So much that he has totally left the company that theoretically dominated this segment perfectly. What happened. Traditional social networks are being filled with videos generated with Sora 2the new and striking video generation model by IA. The expectation seems even to have exceeded what I already generated I see 3Google’s model, but it is that Openai has not been confirmed to offer this model, but has accompanied it with a mobile application that is actually a new social network. One in which all the content is those videos and images generated with Sora. Vibes goal, ridiculous. The first surprise is not so much that the application has been successful, but has left Meta Vibs in an absolute background. The company led by Mark Zuckerberg announced a few days before of Sora 2 its new social network totally dedicated to the content generated by the only days before OpenAi, but the impact, at least in terms of the “noise” generated on social networks, is minimal. There are those who criticize that Vibes is “half cook” and it’s “obtuse” for the difficulty when using it in front of Openai. What Altman’s company has achieved is to win in this New career for the economy of attention. OpenAI strategic turn. But the really remarkable thing about this launch is that it seems to raise a strategic OpenAI turn. The company led by Sam Altman has been promising that We will have an AGI in a few thousand days. That diffuse promise contrasts with a reality: GPT-5 is a good modelbut does not represent a specially striking leap regarding the state of the current art. And given that slow evolution and progression, the solution seems to be to offer AI toys. They already did it with the Studio Ghibli Style Imagesbut Sora 2 and Sora’s app go further. They are AI toys … dangerous. Ai Slop. This model contributes even more to that future in which the “spleen generated by AI” (AI Slop) becomes the most widespread type of content in social networks and the Internet. But there are also (among others) a potential and gigantic privacy problem with Sora’s “cameos”, which can end up helping the generation of deepfakes to shoot. The future was a meme factory. That viral success of the app Sora makes the line be blurred between creators and content consumers and does more than ever who consume it end up creating it and realiment the phenomenon. And that makes AI a meme factory, and not a technology that helps us solve real problems. It is true that there are sectors that are taking advantage of it in professional fields, but the danger is that the focus of AI ends in entertainment and content that can also end up being toxic. The Killer-App of the AI ​​was to create videos. Chatgpt and AI continue without having a “Killer App” definitive practice: they help (more and more, true) to programmers, summary documents and rewrite emails, but for now the current models seem to fall short in their promise to revolutionize our world. Openai has managed to market technology better than anyone, but not because cancer heals or solves economic inequalities: he has caused anyone to create absurd and irresistible videos. The chatgpt of the video has arrived. The truth is that despite whom despite, this is a unique time in the frantic evolution of AI. If Dall-E and Chatgpt were those inflection points for AI that generated images and text respectively, I see 3 and Sora 2 have shown that the video generated by AI is prepared for the mainstreamfor mass consumption, although its long -term value may be questionable. Of course its use as the center of a new era of entertainment is. In Xataka | Differentiating the AI ​​content on the Internet is increasingly difficult. The solution goes through something similar to fillets

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