mysterious guyย โขย 3m
๐ 99% of AI Startups Will Die by 2026 โ Here's Why 1. LLM Wrappers โ Real Products Most AI startups are just pretty UIs over OpenAIโs API. No real backend. No IP. No moat. They're charging โน4,000/month for workflows that cost โน300 if done directly through ChatGPT. 2. OpenAI Is More Fragile Than It Looks Everyone builds on OpenAI. But OpenAI relies on wrappers for distribution. If wrappers die, OpenAI loses reach and revenue. Itโs a codependent loop. 3. Microsoft Owns the Pipes OpenAI runs entirely on Azure. Microsoft controls infra and distribution (through Copilot in Office). If OpenAI ever leaves, they lose scale. 4. NVIDIA Is the Real King Everything โ ChatGPT, Claude, Gemini โ runs on NVIDIA chips. Training, inference, everything. If NVIDIA falters, the whole ecosystem stalls. 5. The Risk Isnโt Just Failure โ Itโs Fragility GPU shortages, regulatory crackdowns, or a paradigm shift could instantly break the AI economy. Most AI startups are one API tweak or cost spike away from collapse. 6. Survivors Will Build Moats Startups that survive will: Own the user Build custom infra Reduce model dependence Have real switching costs Right now, most are just renting intelligence and selling UI. And in gold rushes like this, the ones who win aren't the miners. They're the ones selling shovels.
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Medialย โขย 15d
๐๐ ๐ณ๐ฒ๐ฒ๐น๐ ๐น๐ถ๐ธ๐ฒ ๐ฎ ๐ด๐ผ๐น๐ฑ ๐ฟ๐๐๐ต. ๐๐๐ ๐บ๐ผ๐๐ ๐บ๐ถ๐ป๐ฒ๐ฟ๐ ๐ฎ๐ฟ๐ฒ ๐ฏ๐ฟ๐ผ๐ธ๐ฒ. Look where the money really goes: 1. You pay $200 for an AI app (like Cursor, Jasper, Lovable). 2. The startup sends $500 to OpenAI for API usage (most
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๐จ Open AI is an Wrapper๐๐คฏ Hot take, but letโs break it down logically: OpenAI is not a full-stack AI company โ itโs a high-level wrapper over Azure and NVIDIA. Hereโs why that matters ๐ ๐น 1. Infra Backbone = Microsoft Azure Almost 90%+ of Op
See MoreI like software and ...ย โขย 1y
Microsoft (OpenAI) + Nvidia vs Google + Apple. Edge AI refers to computing on your device, as opposed to the cloud. The first company to successfully implement this could capture a significant market share. The key players are expected to be Micro
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Medialย โขย 1m
๐ช๐ต๐ฒ๐ป ๐ฒ๐๐ฒ๐ฟ๐๐ผ๐ป๐ฒโ๐ ๐ฐ๐ต๐ฎ๐๐ถ๐ป๐ด ๐๐ ๐ด๐ผ๐น๐ฑ, ๐ก๐ฉ๐๐๐๐ ๐๐ผ๐น๐ฑ ๐๐ต๐ฒ ๐๐ต๐ผ๐๐ฒ๐น๐. Thatโs the smartest move in the whole game. While Microsoft, Google, and Meta are spending billions to build AI models... NVIDIA quietly became
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The Stargate Project : The Stargate Project is investing $500 billion over four years to build AI infrastructure for OpenAI in the U.S., starting with $100 billion. This initiative will bolster American AI leadership, create hundreds of thousands o
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