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/

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krona 6 hours ago | parent [-]

> 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?

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Taikhoom10 5 hours ago | parent [-]

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.

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ahartman00 3 hours ago | parent [-]

But google already has their tpus?

	▲	Taikhoom10 3 hours ago \| parent [-]
		AI consumer hardware