the GPT-5 letdown—yeah, it's h-To The Moon - Tiger Brokers Online Investing Community - To The Moon

the GPT-5 letdown—yeah, it's hitting like a wet firecracker after all that buildup. Sam Altman hyped it as the "PhD-level intelligence" leap we'd been chasing since GPT-4o, but four months post-launch (August 7, 2025), it's mostly just... fine. Incremental wins in math (94.6% on AIME 2025) and coding (74.9% on SWE-bench), sure, but no earth-shattering "wow" moments that redefine daily use.

Users are griping about it feeling "lobotomized" compared to 4o—more sycophantic, less punchy, with routing bugs in the 5.1 update that shove complex queries to weaker sub-models.

Even in medicine, it's hallucinating diagnostics at nearly 50% on tough cases, per a fresh Nature study.

No surprise, no paradigm shift—just a pricier (5x over 5-mini in spots) iteration that's got folks pining for the old warmth of 4o.

And Burry? Spot on, as usual. This is textbook Netscape fatigue: the killer app arrives, dazzles briefly, then commoditizes under commoditized rivals. Google's Gemini 3 dropped last month and crushed benchmarks (96.7% AIME), poaching 12 million ChatGPT users in a week and forcing OpenAI's "code red" scramble for 5.2 tomorrow (Dec 9).

Altman's crew canceled ads, fast-tracked the patch for "speed and reliability" (not features), but whispers say it's reactive Band-Aids, not reinvention.

Big Short Calls AI Hype Again: Is OpenAI the Next Netscape?

Michael Burry, the famed “Big Short”, has issued a sharp warning: OpenAI may become the next Netscape—a company that once dominated the internet era but ultimately became a symbol of the dot-com boom-and-bust cycle. According to Burry, Microsoft is keeping OpenAI alive, absorbing its IP while trying to keep the entity off its balance sheet. Yet, he questions why OpenAI continues to receive massive funding, arguing that the industry “needs a $500 billion IPO to sustain itself.” Will the Big Short be proven right once again?

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Incremental wins in math (94.6% on AIME 2025) and coding (74.9% on SWE-bench), sure, but no earth-shattering \"wow\" moments that redefine daily use.</p>\n<p>Users are griping about it feeling \"lobotomized\" compared to 4o—more sycophantic, less punchy, with routing bugs in the 5.1 update that shove complex queries to weaker sub-models.</p>\n<p>Even in medicine, it's hallucinating diagnostics at nearly 50% on tough cases, per a fresh Nature study.</p>\n<p>No surprise, no paradigm shift—just a pricier (5x over 5-mini in spots) iteration that's got folks pining for the old warmth of 4o.</p>\n<p>And Burry? Spot on, as usual. This is textbook Netscape fatigue: the killer app arrives, dazzles briefly, then commoditizes under commoditized rivals. Google's Gemini 3 dropped last month and crushed benchmarks (96.7% AIME), poaching 12 million ChatGPT users in a week and forcing OpenAI's \"code red\" scramble for 5.2 tomorrow (Dec 9).</p>\n<p>Altman's crew canceled ads, fast-tracked the patch for \"speed and reliability\" (not features), but whispers say it's reactive Band-Aids, not reinvention.&nbsp;</p></body></html>","htmlText":"<html><head></head><body><p>the GPT-5 letdown—yeah, it's hitting like a wet firecracker after all that buildup. Sam Altman hyped it as the \"PhD-level intelligence\" leap we'd been chasing since GPT-4o, but four months post-launch (August 7, 2025), it's mostly just... fine. Incremental wins in math (94.6% on AIME 2025) and coding (74.9% on SWE-bench), sure, but no earth-shattering \"wow\" moments that redefine daily use.</p>\n<p>Users are griping about it feeling \"lobotomized\" compared to 4o—more sycophantic, less punchy, with routing bugs in the 5.1 update that shove complex queries to weaker sub-models.</p>\n<p>Even in medicine, it's hallucinating diagnostics at nearly 50% on tough cases, per a fresh Nature study.</p>\n<p>No surprise, no paradigm shift—just a pricier (5x over 5-mini in spots) iteration that's got folks pining for the old warmth of 4o.</p>\n<p>And Burry? Spot on, as usual. This is textbook Netscape fatigue: the killer app arrives, dazzles briefly, then commoditizes under commoditized rivals. Google's Gemini 3 dropped last month and crushed benchmarks (96.7% AIME), poaching 12 million ChatGPT users in a week and forcing OpenAI's \"code red\" scramble for 5.2 tomorrow (Dec 9).</p>\n<p>Altman's crew canceled ads, fast-tracked the patch for \"speed and reliability\" (not features), but whispers say it's reactive Band-Aids, not reinvention.&nbsp;</p></body></html>","text":"the GPT-5 letdown—yeah, it's hitting like a wet firecracker after all that buildup. Sam Altman hyped it as the \"PhD-level intelligence\" leap we'd been chasing since GPT-4o, but four months post-launch (August 7, 2025), it's mostly just... fine. Incremental wins in math (94.6% on AIME 2025) and coding (74.9% on SWE-bench), sure, but no earth-shattering \"wow\" moments that redefine daily use. Users are griping about it feeling \"lobotomized\" compared to 4o—more sycophantic, less punchy, with routing bugs in the 5.1 update that shove complex queries to weaker sub-models. Even in medicine, it's hallucinating diagnostics at nearly 50% on tough cases, per a fresh Nature study. No surprise, no paradigm shift—just a pricier (5x over 5-mini in spots) iteration that's got folks pining for the old warmth of 4o. And Burry? Spot on, as usual. This is textbook Netscape fatigue: the killer app arrives, dazzles briefly, then commoditizes under commoditized rivals. Google's Gemini 3 dropped last month and crushed benchmarks (96.7% AIME), poaching 12 million ChatGPT users in a week and forcing OpenAI's \"code red\" scramble for 5.2 tomorrow (Dec 9). 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