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fromjason ("fromjason.xyz ❤️ 💻 ✍️ 🥐 🇵🇷") wrote:
The more I hear Altman speak, and I could be totally wrong, the more I believe his deal with Microsoft was a miscalculation on his part.
It sounds like he's figuring out late that the real product isn't the AI, there's no moat for LLMs or Agentic AI, it's the infrastructure. It's the datacenters and $40k GPUs. It's selling retail compute to the masses.
It's in whose benefit to allow OpenAI to become both a software and compute provider? They won't let him do that.
https://fromjason.xyz/p/notebook/any-technology-indistinguishable-from-magic-is-hiding-something/