Sam, from Openai, says the artificial intelligence market is in a bubble

Sam Al -Tamman, CEO of Openai, believes that the artificial intelligence market is in a bubble, according to a report From Verge published on Friday.

“When bubbles occur, smart people are excessive in obtaining the nucleus of the truth,” Altman told a small group of correspondents last week.

“Are we at a stage where investors as a whole are exaggerated about artificial intelligence? My opinion yes. Is Amnesty International the most important thing in a very long time?

Altman seemed to compare this dynamic to the tainted Dot-Com budget, and it is disrupted in the stock market focusing on the Internet-based companies that led to the enthusiasm of a huge investor during the late 1990s. Between March 2000 and October 2002, the Nasdaq Stock Exchange lost approximately 80 % of its value after many of these companies failed to generate revenues or profits.

His comments add increasing concern between experts and analysts that investment in artificial intelligence is moving very quickly. The co -founder of Alibaba Joe Tsai, Bridgewateer Associates Ray Dalio and Apollo Global Management Torsten Slok Similar Warnings.

Last month, Slok stated in A. a report It was believed that the artificial intelligence bubble was, in fact, larger than the internet bubble, as it was the 10 best companies in the S&P 500 exaggerated more than it was in the 1990s.

In an e -mail to CNBC on Monday, Ray Wang, CEO of Comicon Valley Constellation Research, told CNBC that he believed Altman’s comments have some authority, but the risks depend on the company.

“From the perspective of the broader investment in artificial intelligence and semi -conductors … I do not see it as a hall. The basics in the supply chain are still strong, and the long -term path of artificial intelligence supports continuous investment,” he said.

However, he added that there is an increasing amount of speculative capital chasing companies with weaker basics and only perceived capabilities, which can create pockets of excessive evaluation.

Fears of the artificial intelligence bubble had reached a temperature at the beginning of this year when the Chinese emerging emerging emerging competitive company released. The company claimed that one of the large advanced language models were trained with less than 6 million dollars, which is a small part of the billions spent by the AI market leaders such as Openai.

Earlier this month, Altman CNBC told the repeated annual Openai revenue on the right path to pass $ 20 billion this year, but though, it is still unbalanced.

Latest version of Openai GPT-5 The artificial intelligence model earlier this month was also rocky with some critics He complained that he had a less easy feeling. This led to the company’s restoration to reach the old GPT-4 models to push customers.

After release the model, Altman also pointed to more caution about some of the most rude predictions in making artificial intelligence.

Speaking to CNBC, he said he believed the term artificial intelligence, or “AGI”, is losing its importanceand When asked if the GPT-5 model moves the world, that is, closer to AGI.

AGI refers to the concept of a form of artificial intelligence that can perform any intellectual task that a person-an OpenAI something for years and that Altman said previously that can be achieved in the “future of reasonable proximity”.“

Regardless, faith in Openai has been strongly strong this year. CNBC confirmed on Friday The company was preparing to sell about $ 6 billion of shares as part of a secondary sale that would estimate it by about $ 500 billion.

In March, a $ 40 billion financing A 300 billion dollar rating tour, to a large extent, the largest amount has ever collected by a private technology company.

In Verge on Friday, Openai CEO of Openai discussed Openai’s expansion in consumer devices, computer computer facades and social media.

Altman also said that it is expected that Openai trillion dollars will spend on building its data center in the “very not far -future”, and pointed out that the company will be interested in buying Chrome if the United States government is imposing Google To sell it.

When asked whether he would be the CEO of Openai within a few years, and quoted him as saying: “I mean, artificial intelligence may be in three years. This is a long time.”