In my last post about SAltman, I called attention to his somewhat distant relationship with the Truth and his uncanny superpowers of hype, deception, and misdirection.
Sam Altman is a Lying Sack of ....
Sam Altman is navigating Washington like a seasoned diplomat—part visionary, part provocateur. But beneath his measured tones lies a complex mix of hype, habitual overstatement (ok - lies), and rapid MAGA political alignment. Tuesday’s testimony before the Federal Reserve only deepens the intrigue. What does Sam Altman really want - besides power, obsce…
Well, now it appears the chickens have truly come home to roost. It’s one thing to make promises and not deliver anything - quite another to make those same promises and fail miserably in the attempt. Hell hath no fury like a VC spurned….
OpenAI finally dropped GPT-5, the model that was supposed to make GPT-4 look quaint. Instead? It’s a beige, over-priced, underwhelming reminder that you can’t brute-force your way to intelligence forever.
Yes, it’s got the monster 256K context window. Yes, it comes in shiny “Nano,” “Plus,” and “Pro” tiers. But the reality? Users are calling it hollow, slower, and dumber than 4o. The million-token brag falls apart past 128K. The personality? Sanded down to corporate oatmeal. The reasoning? Still hallucinating like it’s on a bad ayahuasca trip.
Reddit is a graveyard of disappointment:
“The 1M‑token window is a false promise… reliability beyond 128K is pretty poor.”
“It struggles to follow basic instructions… hallucinate more frequently… lacks creativity… I want to fight to bring back 4o.”
One post titled “GPT‑5 is horrible” received over 6,000 upvotes, calling the model “corporate beige zombie,” lamenting its blandness, shorter replies, and tighter message limits.
Futurism even headlined: “GPT‑5 Users Say It Seriously Sucks.
This was the moment to leap forward. Instead, we tripped over the same architecture we’ve been milking since 2000.
The Plateau Is Here
For years, the story was simple: bigger models, bigger breakthroughs. GPT-3 blew minds. GPT-4 felt like an adult in the room. GPT-5? It’s the awkward dinner guest who repeats stories you’ve already heard, slower, and with more self-censorship. The New Yorker said the quiet part out loud—what if we’ve hit the ceiling on transformers? No more scaling miracles. Just diminishing returns.
Sam Altman himself had to get on Reddit to soothe the mob. He admitted mistakes—pulling beloved GPT-4o from the default slot, a “router” system that kept shuffling users onto worse models mid-conversation. Now they’re reversing course. But these are fixes for a rollout problem, not a technology problem. And the technology problem is much scarier.
The Real Danger
Here’s the thing Wall Street doesn’t want to hear: GPT-5 is the most visible sign that we may be at the end of the line for LLM scaling. That’s bad news when your entire valuation is pegged to the idea that “the next one” will be a leap forward. If this is the plateau, the AI gold rush is about to look a lot more like the metaverse crash.
The economy is now tangled in AI infrastructure—from Microsoft’s Azure dependency to Nvidia’s GPU empire. If the magic fades, the bubble pops. And when it pops, it’s not just Silicon Valley’s problem—it’s the NASDAQ’s, it’s the global economy’s. More importantly, the amount of money spent on physical infrastructure is not something you can hide when it all goes bust. All those half-built data centers, refurbished nuclear power plants, server farms and all those unused NVIDIA GPUs - not something you can just write off. The majority of the money spent in the AI arms race has been on physical infrastructure - not something like code which you could potentially repurpose. The impact to the rest of the world markets could be devastating. I covered this in my previous post on Microsoft and Nvidia and their impact on the global financial markets:
Titans on Shaky Ground
Microsoft and Nvidia (valued at over $3 trillion) now power the backbone of the global AI-driven economy. But the fragile dependencies they've built mean that the health of Microsoft's Azure-OpenAI alliance and Nvidia’s chip dominance now represent existential risk—not just to tech stocks, but to the broader U.S. economy.
Hate to Say I Told You So…
GPT-5 isn’t the revolution it was billed as. It’s the canary in the LLM coal mine—still singing, but a little weaker, a little slower, and likely running out of air. The next big thing won’t be more layers and parameters. It’ll be a total rethink. And until that happens, expect more hype cycles, more investor FOMO, and more mornings where your AI “upgrade” feels a whole lot like a downgrade. Or better, move on from this silliness and start focusing on building up the only useful intelligence - the one you were born with. Smash the machines!