Comment by Taikhoom10
15 hours ago
No I think OpenAI deserves a meaningful valuation reset, but they are in a better potential strategy then Anthropic - https://s-1.vercel.app/posts/the-struggle-of-openai/
15 hours ago
No I think OpenAI deserves a meaningful valuation reset, but they are in a better potential strategy then Anthropic - https://s-1.vercel.app/posts/the-struggle-of-openai/
> Their best bet is hardware
Why would Nvidia continue to finance OpenAI to meet its procurement commitments if it became a direct competitor?
Where is the money coming from?
I think OpenAI's opportunity is ai first hardware; I mean, the consumer is Google, simply because the distribution and the product are perfect. Enterprise is much better with AI; I do not see any AI-first enterprise companies succeeding in the long run.
But google already has their tpus?
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