this post was submitted on 28 Jan 2025
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I believe this will ultimately be good news for Nvidia, terrible news for OpenAI.
Better access to software is good for hardware companies. Nvidia is still the world leader when it comes to delivering computing power for AI. That hasn’t changed (yet). All this means is that more value can be made from Nvidia gpus.
For OpenAI, their entire business model is based on the moat they’ve built around ChatGPT. They made a $1B bet on this idea - which they now have lost. All their competitive edge is suddenly gone. They have no moat anymore!
well, it is 2025, a billion dollars isn't what it used to be, a trillion is something