Altman is admitting that he’s reached the end of the LLM road. If LLMs aren’t going to be enough then either: 1. They’ve got the next thing under the table, a genuine scientific breakthrough. Or, 2. The industry needs to rescale their ambition to “making some knowledge workers 10% more efficient”
If it’s option 1 then they need to get on with it. OpenAI is loosing $40bn a year. If they’re sitting on the most valuable technology in the world then they need to put up or shut up.
If it’s option 2 then that’s still amazing. The man who made every software dev in the world a little bit more efficient would still be a very successful man. But he wouldn’t be culturally significant in the way AI is at the moment, and it wouldn’t justify the the current crazy valuations.