Indeed, and they’re at 2.87T today… Built largely on differentiated high-margin products, which is not how I would describe OpenAI. I should clarify that I’m a fan of both companies, but the reality is that OpenAI’s business model depends on how well it can commoditize itself.
Indeed, and they’re at 2.87T today… Built largely on differentiated high-margin products, which is not how I would describe OpenAI. I should clarify that I’m a fan of both companies, but the reality is that OpenAI’s business model depends on how well it can commoditize itself.