Dylan Patel

I mean, NVIDIA's entire culture is designed from the bottom up to do this. There's this recent book, The NVIDIA Way by Taekim, that details this and how they look for future opportunities and ready their CUDA software libraries to make it so that new applications of high-performance computing can very rapidly be evolved on CUDA and NVIDIA chips.

I mean, NVIDIA's entire culture is designed from the bottom up to do this. There's this recent book, The NVIDIA Way by Taekim, that details this and how they look for future opportunities and ready their CUDA software libraries to make it so that new applications of high-performance computing can very rapidly be evolved on CUDA and NVIDIA chips.

And that is entirely different than Google as a services business.

And that is entirely different than Google as a services business.

And that is entirely different than Google as a services business.

The default leader has been Google because of their infrastructure advantage.

The default leader has been Google because of their infrastructure advantage.

The default leader has been Google because of their infrastructure advantage.

They're the leading in the narrative. They have the best model. They have the best model that people can use and they're experts. And they have the most AI revenue. Yeah. OpenAI is winning.

They're the leading in the narrative. They have the best model. They have the best model that people can use and they're experts. And they have the most AI revenue. Yeah. OpenAI is winning.

They're the leading in the narrative. They have the best model. They have the best model that people can use and they're experts. And they have the most AI revenue. Yeah. OpenAI is winning.

There are companies that will benefit from AI, but not because they trained the best model. Like Meta has so many avenues to benefit from AI in all of their services. People are there, people spend time on Meta's platforms, and it's a way to make more money per user per hour.

There are companies that will benefit from AI, but not because they trained the best model. Like Meta has so many avenues to benefit from AI in all of their services. People are there, people spend time on Meta's platforms, and it's a way to make more money per user per hour.

There are companies that will benefit from AI, but not because they trained the best model. Like Meta has so many avenues to benefit from AI in all of their services. People are there, people spend time on Meta's platforms, and it's a way to make more money per user per hour.

Not soon, but who knows what robotics will be used for.

Not soon, but who knows what robotics will be used for.

Not soon, but who knows what robotics will be used for.

All of the value of OpenAI right now as a brand is in ChatGPT. And there is actually not that, for most users, there's not that much of a reason that they need OpenAI to be spending billions and billions of dollars on the next best model when they could just license Lama 5 and Furby way cheaper. So that's kind of like ChatGPT is an extremely valuable entity to them.

All of the value of OpenAI right now as a brand is in ChatGPT. And there is actually not that, for most users, there's not that much of a reason that they need OpenAI to be spending billions and billions of dollars on the next best model when they could just license Lama 5 and Furby way cheaper. So that's kind of like ChatGPT is an extremely valuable entity to them.

All of the value of OpenAI right now as a brand is in ChatGPT. And there is actually not that, for most users, there's not that much of a reason that they need OpenAI to be spending billions and billions of dollars on the next best model when they could just license Lama 5 and Furby way cheaper. So that's kind of like ChatGPT is an extremely valuable entity to them.