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jaredklewis • yesterday at 6:37 PM • 3 replies • view on HN

I'm probably losing it, but just based on OpenAI's behavior and public communications, it seems to me they want to be taken over by the government?

Maybe Sam Altman is getting worried that they've raised more than $150 billion and still have net losses and thinks of it as the only exit? I don't know, but someone else provide an alternative explanation as to why a company would work so hard to turn the public against AI.


Replies

shagie • yesterday at 6:44 PM

> ... it seems to me they want to be taken over by the government?

They're looking for regulatory capture. They've spent ${bignum} on AI and are possibly looking to have the government say "You can't deploy an AI model unless you've spent ${bignum} on it and done all these steps to make sure that nothing goes bad."

At that point, only the existing AI companies that have spent that money can continue forward until someone else spends ${bignum} on it too.

Another aspect of it is if there are regulations established, it may be used to reduce liability ("we followed all the steps proscribed in section whatever, the company is absolved of liability for its actions and that falls on the user instead.")

Gormo • yesterday at 6:52 PM

> I'm probably losing it, but just based on OpenAI's behavior and public communications, it seems to me they want to be taken over by the government?

Well, as people say over and over again, they've got no moat. The actual LLM models are destined to be commoditized over time, and the real money is in the hardware to run them on. The endgame winners are going to be Nvidia and AMD, not Anthropic or OpenAI.

So what's the typical playbook for large firms seeking to insulate themselves against market compensation? Push for regulation. If there are no natural barriers to entry, create artificial ones. And how do you get regulation passed? Present yourself as the target of the regulation, rather than its beneficiary, and start publicly doing things that make others think you need to be reined in.

These stunts, especially from OpenAI, aren't just trying to hype up the power of their own product, they're trying to hype up the perceived threat of the entire category, so they can provoke political intervention that they can comply with, but few others can.

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4dd3aa • yesterday at 6:45 PM

US govt will never buy at the (private aka fake) market price - good luck explaining that away to the public. It'll be political suicide.

If the US govt takes over, existing employees and shareholders will get screwed.