Just playing devil's advocate:
VCs (esp those who missed out on OAI) are heavily incentivized to root for OAI to fail, and commoditize the biggest COGs item (AI models).
This guy is just talking his book.
VCs (esp those who missed out on OAI) are heavily incentivized to root for OAI to fail, and commoditize the biggest COGs item (AI models).
This guy is just talking his book.
you can both talk your book and also sincerely believe what you say. ad hominem (or whatever the latin equivalent is of ad bookinem) is not as substantive a criticism as you make it out to be. he can be both biased and correct.
If your grand dream is to dominate the market through sheer massive scale and that's what you're selling to capital, you're not exactly looking for reasons to buy less hardware and your vendor is hardly going to talk you out of it.
"It's hard to get a man to understand something when his fat valuation depends on his not understanding it"