gjlite

Sharing self-sovereignty info one Tweet at a time.
$ADA, $BTC, $ERG, $WMT, $COTI
#NFTs for fun and reading
Vol/Phys/Engr/Medi/Philos/Edu Background
$gjlite

[gjlite @LiteGj]

@stuff_io Guys, I'm attempting to purchase some copies of the Simple Sabotage Field Manual, and I'm stuck in the queue 1 of 2.
Is there a problem with minting today?

[George Noble @gnoble79]

OPENAI IS FALLING APART IN REAL TIME

I've watched companies implode for decades.

This one has all the warning signs.

OpenAI declared "Code Red" in December.

Altman sent an internal memo telling employees to drop everything because Google's Gemini 3 is eating their lunch. Salesforce CEO Marc Benioff publicly ditched ChatGPT for Gemini after using it for two hours.

ChatGPT traffic fell in November. Second month-over-month decline of 2025. Meanwhile Gemini jumped to 650 million monthly active users.

The company that was supposed to build AGI can't keep its chatbot competitive.

But the real story is the money...

OpenAI lost $12 BILLION in a single quarter according to Microsoft's own fiscal disclosures.

Deutsche Bank estimates $143 billion in cumulative negative cash flow before the company turns profitable.

Their analysts put it bluntly: "No startup in history has operated with losses on anything approaching this scale."

They're burning $15 million per day on Sora alone.

$5 billion annually to generate copyright-infringing memes.

Even Sora's lead engineer admitted the "economics are currently completely unsustainable."

Here's the big math problem nobody wants to discuss:

It's going to cost 5x the energy and money to make these models 2x better.

The low-hanging fruit is gone.

Every incremental improvement now requires exponentially more compute, more data centers, more power.

Reports suggest OpenAI's large training runs in 2025 failed to produce models better than prior versions.

GPT-5 launched to widespread disappointment. Users called it "underwhelming" and "horrible." OpenAI had to restore GPT-4o within 24 hours because users preferred the old model.

Altman had promised GPT-5 would make GPT-4 feel "mildly embarrassing." Instead, users complained it was worse at basic math and geography.

They've released GPT-5.1, GPT-5.2 since.

Same complaints each time: too corporate, too safe, robotic, boring.

The talent exodus makes this even worse:

CTO Mira Murati. Gone.
Chief Research Officer Bob McGrew. Gone.
Chief Scientist Ilya Sutskever. Gone.
President Greg Brockman. Gone.

Half the AI safety team departed. Multiple executives reportedly cited "psychological abuse" under Altman's leadership.

And now Elon Musk is suing for up to $134 billion.

A federal judge just ruled the case goes to jury trial in April. There's "plenty of evidence" that OpenAI's leaders promised to maintain the nonprofit structure that Musk funded.

Musk provided $38 million in early funding based on those assurances. Now he wants his share of the $500 billion valuation.

OpenAI called it "harassment." But the judge disagreed.

Here's what I think happens next:

The AI hype cycle is peaking.

The diminishing returns are becoming impossible to hide.

Competitors are catching up.

The lawsuits are piling up.

OpenAI needs to generate $200 billion in annual revenue by 2030 to justify their projections.

That's 15x growth in five years while costs keep exploding.

Even Sam Altman admitted investors are "overexcited" about AI.

His exact words: "Someone is going to lose a phenomenal amount of money."

If I were running an AI startup with good traction right now, I'd be looking for an exit. Sell into the hype before the music stops.

My positioning:

I'm not touching OpenAI-adjacent plays at these valuations. The risk profile is astronomical.

If you're exposed to the Magnificent 7 through AI infrastructure bets, consider trimming. The gap between promised revolution and delivered reality has never been wider.

The smart money is rotating into sectors where valuations actually reflect fundamentals.

Small and mid-caps are trading near decade lows relative to Big Tech while earnings growth is only marginally lower.

Markets can price risk. But they can't price chaos.

And OpenAI is chaos dressed up in a $500 billion valuation.

[the Juice Media @thejuicemedia]

The Australien Government has made ad about its new environment laws ahead of the coming election, and it’s surprisingly honest and informative #auspol #2025election

[gjlite @LiteGj]

Governance.
https://t.co/Ud9ysenyvL

[gjlite @LiteGj]

Nice! ♥

[Profila @ProfilaPrivacy]

Doctor’s visits shouldn’t mean drowning in paperwork and giving away your personal information. What if…

…Profila let you securely share your medical history and preferences while ensuring you can take it back whenever you choose? ✅

[gjlite @LiteGj]

@LaPetiteADA @IOHK_Charles Well said.🙏

[gjlite @LiteGj]

@TheFairies_ Needed that today. 🙏

[gjlite @LiteGj]

@TheFairies_ @FairyFrensX Sweet!♥

[NEWM | More from Music @projectNEWM]

Streaming is convenient, cheap, and everywhere – but have you ever wondered who’s really paying the price? Spoiler: It’s not the platform. Let’s dive into the hidden costs of music streaming and who it affects the most. 🧵⏬ #MusicIndustryBreakdown

[gjlite @LiteGj]

@book_io 😂 I forgot the link. Silly me.
https://t.co/z78UYSFg8M

[gjlite @LiteGj]

This report on out-of-print Australian novels and the challenges faced by the industry to keep them in circulation was an interesting read, @book_io 😉

[Cardano Updates @cardano_updates]

New Release: gouroboros v0.107.1

Check it out here: https://t.co/0IaLBsZLM3

Released - blinklabs-io
#Cardano $ADA #Koios #API

[Wisdom. @wisdom_courses]

📚NEW CATALOG📚
Work Courses has published the @jpgstoreNFT Course Catalog, a Seven Course Series that dives in to every aspect of their amazing platform.

Learn about their NFT Marketplace, Lending Protocol, Rocket Launchpad, Minting, and their $JPG token all on Work Courses.

[OLi by Olympus Insights @OlympusInsights]

Mike from Ireland has been with OLi since day one, and his words perfectly capture the impact of the platform. Learning at your own pace, earning as you grow, and feeling supported every step of the way—this is what OLi is all about!

[PALM Economy @palmeconomy]

Don’t miss your chance to participate in the public sale of $PALM before the token generation!

Set your Alerts! 🌴🔔

Be part of a growing economy that’s transforming real-world industries.

Join our Discord below:

[Daniel Friedman ₳Σ 🇺🇸🇯🇵⛩️ @DanielTetsuyama]

Psyched to bring this to you

Greek olive oil is one of the MOST COUNTERFEIT OILS IN THE WORLD

In September our team went to Greece to bring Palmyra the olive oil producers to help fight the counterfeiters & bring REAL Greek olive oil to the world

This is their odyssey

[World Mobile Chain @wmchain]

📢 BREAKING: The World Mobile Chain (WMC) Public Testnet is LIVE!

It’s not just a blockchain, it’s a movement redefining telecoms through decentralisation.

Here’s what you need to know 👇

[Empowa @empowa_io]

Happy New Year, #CardanoCommunity! 🌐⛓️✨

Kicking off 2025 with a reminder from @IOHK_Charles about why we’re building here! 🦾

Let’s keep pushing boundaries and creating real world impact this year! 🏠

#Cardano #BuildingOnCardano

[gjlite @LiteGj]

This week's #worldmusic find.🤯

https://t.co/ZcECH0bho6

[gjlite @LiteGj]

@projectNEWM @TheBoykinZ Wow! That change at 1:30 🤯