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Swamy Gadila
Founder of Friday AIย โขย 6m
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 OpenAI's training & inference happens on Azure superclusters. Without Microsoftโs cloud muscle, the scale of ChatGPT or GPT-4 would be impossible. โก๏ธ OpenAI rents brains from Microsoft and calls it a mind of its own. ๐น 2. Compute Core = NVIDIA H100s Those "intelligent" answers? Powered by stacks of NVIDIA H100s and A100s. No silicon = No LLM. โก๏ธ OpenAI doesnโt own the factory. It rents the engines. ๐น 3. Business Model = API Layer Whatโs OpenAI really selling? ๐ APIs on top of rented compute. Itโs brilliant middleware: take raw GPU power โ train/fine-tune models โ wrap in APIs โ serve to devs, startups, and enterprises. โก๏ธ Think Stripe for Intelligence. ๐ง The Real Game? > Vertical integration = owning chips (like NVIDIA), infra (like Azure), and intelligence (like OpenAI). But OpenAI owns only the top โ the cognitive interface. In short: OpenAI โ end-to-end AI Itโs the middleware king of Gen AI. Still legendary, still powerful. But letโs call the architecture what it is: A wrapper. A brilliant one. #OpenAI #Azure #Nvidia #LLM #AIInfra #StartupInsights #FridayAI #BuildInPublic #VCLogic
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