OpenAI acquires hype and a community of certified bagholders willing to trade off security and hand their data and wallet access over and being overly enthusiastic. The product itself is irrelevant,… | Georg Zoeller

OpenAI acquires hype and a community of certified bagholders willing to trade off security and hand their data and wallet access over and being overly enthusiastic. The product itself is irrelevant, basically a worse version of Manus which Meta already snagged up, inferior to PicoClaw [1] in terms of engineering and with more friction than Kimi Bot, their hosted platform [2], all some form of while loop calling and LLM. It’s primary invention was “let’s just ignore this can’t be done safely”, a version of Fallout’s “Let’s stuff nuclear cores into cars and household goods and accept the occasional meltdown”. Which is the perfect allegory for the AI economy - the thing of value is hype and narrative momentum and, like crypto, religiously tinged audiences of bagholders willing to throw money/token consumption where their favorite Tech-Brophet demands. The shape of AI is the shape of crypto (the origin of the claw hype being a crypto coin play just fits) and OpenAI is just speed running the Binance playbook, buying audiences and noise because noise is the funnel. The product itself is completely worthless, except to insulate openAI from accountability. There’s no tech value in it beyond being a high school science experiment with no path to scaling but gullible users in it's current form. The shame is that outside of China, decision makers are falling left and right to the narrative flooding of the zone, staring at the smoke OpenAI and friends are smoke, not the fire. The fire is code generation and, more importantly, the application of compute to supercharge manufacturing and manufactured goods. The fire is a company like DJI building a tens of thousand of dollars Value Added AI Services (VAAIA) on top of drones sold for a few hundred dollars [3]. For professional engineers this whole saga is an increasingly uncomfortable window into the future the techbros envision to for the western economy: An even quicker convergence on the attention economy, where the primary factor of success is attention, not product quality, durability or efficiency. The attention economy is Big Tech's colonial playground. For a product to make it, it either needs to pay to platforms, including, soon, OpenAI for featuring, because consumers can only buy what they can see, or it needs to be able to rise above the viral swamp with hype, an ever tightening game of breaking social conventions, being abrasive ("Cheat on everything - Cluely AI"), casting aside social norms and consumer protection ("Let AI take your wallet and email account, what could possibly happen, it's the future - Claw"). That's all fine if you want to win "the game". The question is ... does anyone believe the hype economy game is going to survive in great power competition against a manufacturing, STEM, advanced technology and unlimited renewable power" driven economy producing 50% of the worlds goods. Does anyone believe that throwing billions at data centers churning out AI videos and sex chatbots for the youth is a good use of capital if physical resources and supply chains equal power. [^2]: http://kimi.ai/bot [^3]: https://enterprise.dji.com/mobile/dji-terra

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