Dylan Patel

Or, hey, open AI...

might go to their own chip.

They might go to some ASIC from another company.

They might even buy TPUs.

They might even like go to Amazon.

They don't really care.

They're not beholden to Microsoft anymore.

And they want to build the digital god and they want to serve a product, right?

And make revenue, right?

So they don't have to go to NVIDIA.

NVIDIA is the best option.

But you know what would be really, really helpful is if I could, going back to the earlier part in this discussion is I get the compute up front and I don't have to pay for the compute for the first year.

It'd be really good if I could do that because then for a full year, I can do training.

I can subsidize inference.

I can do all these things that build up a user base and then I can actually pay for it.

I have a year of a gig a lot to figure out a business model, whether that is serving free tokens and then implementing this purchasing, purchasing stuff for the free user.

A lot of that is like almost no fee initially purchasing and then slowly rising the fee over time.

Or it's, I have to serve this model at worse gross margins or negative gross margins initially, but then eventually I can serve it at positive gross margins because the models keep getting cheaper.

Or it's, I train the next generation model that's so much better than everyone else.

And then I'll win all the business for that level of intelligence because I'm the only one with a 18 year old.