AI Models Don't Seem To Remember
OpenAI’s o3 model, Anthropic’s Claude Sonnet 3.7 and other LLMs are not ready for prime time. The lack of model memory is a big problem.
If OpenAI is floating a $340 Billion valuation on LTM revenue of $4 billion, I like a 5x EV/Revenue multiple or a $20 Billion valuation.
Oh, but Sam says OpenAI 2025 Revenue will be $13 Billion. OK, we shall see. Show me the Enterprise use cases beyond document summary and QA for coding. The scripts that o3 gets wrong over and over are mind-numbing if not laughable.
I want the AI hype to end because the valuations are laughable.