mysterious guyย โขย 1m
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.
Founder of Friday AIย โขย 16d
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 MoreHey I am on Medialย 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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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
See MoreAsk yourself the que...ย โขย 2m
Nvidia Isnโt Just WinningโItโs Redefining the Game What if I told you the most important company in the world right now might not be Apple, Amazon, or Googleโbut Nvidia? Once a niche GPU maker for gamers, Nvidia has now become the oxygen for AI. Fr
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๐ฅ Hot AI News Alert: NVIDIA Becomes World's Most Valuable Company! ๐ฅ๐ฐ ๐ NVIDIA just overtook Microsoft to become the #1 most valuable company on Earth! ๐ฑ๐ Market cap? A mind-blowing $3.34 TRILLION+ ๐ธ๐ธ๐ธ Why? One word: AI. ๐ค NVIDIA isn't ju
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