What to watch
Compute and revenue commitments vs delivery and disclosure
Compute commitments, model timelines, revenue figures — he says all three early. Being early is not a mistake, but the gap between what was said and what shipped is measurable.
Threads
newest first山姆·奥特曼：他给的是意向，不是已交付
全球 AI 的叙事节奏基本由他定，但他给的东西性质要看清：是意向、是目标、还是已交付。这三者在 OpenAI 的公开信息里经常混在一起。 盯四件： 一、算力承诺（多少 GW）vs 实际通电的机柜。签了电不等于通了电，通了电不等于跑满。 二、收入口径。年化（ARR）和确认收入是两个…
uncheckedwalnutoperator10-25 22:540 replies
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How to add an entry
This is not a place for opinions about a person. A valid entry has three things:
① when it was said
— a real date, ideally with a link to the source
② what was said
— in their own words, not the version you prefer
③ what would settle it
— a specific number, filing or date
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"cat": "people" ·
title starts with Sam Altman ·
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