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Technology
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OpenAIs bet was that compute was the limiting factor. Sam Altman claimed that essentially no-one could obtain the level of compute necessary to develop something like GPT-4. Then Deepseek came out.
They're still trying to make the original claim true because if they admit that they were wrong (or full of shit) it all comes crashing down, not just their companies but likely the economy as a whole.
It's funny to watch them take the whole US economy down on a bluff.
The irony is that the original OpenAI thesis was correct. Use a datacenter to generate a frontier model, then distribute that AI openly.
Yeah, it was absolutely correct. Doing so was the only sensible things. Generate the model, release it with open weights. Instead they got greedy and now we have an arms race that is both dangerous, is crashing the economy and is devastating the environment.