@MrEwanMorrison LLMs won’t be starved of cash, if anything, they’ll see more investment. This is simply how ML is built, an iterative process. This journalist is clearly new to the field and riding the hype wave. It’s naïve to think a new model version doesn’t represent progress.

@AI__Alexandra You're not following the narrative of venture capital. Study this from the perspective of the market not from the computer screen of techies.

@MrEwanMorrison one disappointing launch doesn’t kill an entire technology category but the funding dynamics could get brutal fast venture math was based on exponential capability growth every 18 months. if that timeline breaks down, the investment thesis collapses even if the technology keeps

@aitomorroww Yes, the logic of venture capital is all that matters here. Expect, as you say, many small AI companies to go under and for the big ones to change course away from LLMs. But as for Open AI - it could go under too given that Altman's promises were false. Why should investors trust

@MrEwanMorrison Counterpoint: Nvidia's stock price looking stronger than ever. If GPT-5 had been interpreted as evidence LLMs are cooked then Nvidia would tank.

@CarolineRommer Watch what happens when the market shorts OpenAi

@MrEwanMorrison I understand the excitement & focus on AGI, but investors will see this as the start of the next Google. The go-to site for information. Google has a market cap of $2.4 trillion. ChatGPT owns the AI mind share (sadly IMO). Investors will stay put.

@mlh496 Investors follow the narrative of future earnings. Not the back peddling of a lying CEO.

@MrEwanMorrison Ewan let’s be honest here, you really think one bad launch is going to make VCs not throw money at the most transforming technology humankind has ever faced…?

@theinsiderzclub VC follows narratives. It buys into beliefs. There was a story that GPT5 would be AGI - so many people believed that. It would be PhD level. Those were lies. VC takes flight from failed narratives and beliefs, not from products. Products are incidental to the selling of dreams.

@MrEwanMorrison maybe this is good though, forces builders to focus on real value over hype. what do you think happens to the genuinely useful ai applications once the funding dries up?

@_andresjasso Look into the last 2 AI winters for your answer

@MrEwanMorrison Thank you @MrEwanMorrison for opening eyes to t/ pitfalls & downright dangers of AI, not only on X, but in essays & in your novel For Emma~a work of tremendous foresight & genius as it alerts readers to t/terrors & catastrophes tech giants & their products have foisted upon us.

@SundPamela Thank you Pamela

@MrEwanMorrison too many extrapolations.

@vinodgansan hyperstition is extrapolation

@MrEwanMorrison Take a bow, Ewan!❤️ Your words played a role!

@JaniceBrauner If nothing else our "BS detector" has been proved to be quite effective!

@MrEwanMorrison DeepSeek already should have led to VCs pulling the plug. Its not VCs now, the whole magnificient 7 (or whatever it is today) is riding high on NVIDIA's sales expectations. If they wobble, expect a massive stock bubble meltdown, 1929 style or worse. Dozens of trillions at stake

@MetroNome13330 Good analysis

@MrEwanMorrison Wrong. VCs and the market have shirt memory. As long as weekly average users go up and revenue grows, openai will be fine.

@Hans365days Wrong. VC invests in futures. Open AI has trashed its own future by making false promises. VC can't trust them now. Altman has fallen - he just hasn't realised it yet.