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Swami Gadila

Founder of Friday AIย โ€ขย 1m

๐Ÿšจ Open AI is an Wrapper๐Ÿ‘€๐Ÿคฏ Hot take, but letโ€™s break it down logically: OpenAI is not a full-stack AI company โ€” itโ€™s a high-level wrapper over Azure and NVIDIA. Hereโ€™s why that matters ๐Ÿ‘‡ ๐Ÿ”น 1. Infra Backbone = Microsoft Azure Almost 90%+ of OpenAI's training & inference happens on Azure superclusters. Without Microsoftโ€™s cloud muscle, the scale of ChatGPT or GPT-4 would be impossible. โžก๏ธ OpenAI rents brains from Microsoft and calls it a mind of its own. ๐Ÿ”น 2. Compute Core = NVIDIA H100s Those "intelligent" answers? Powered by stacks of NVIDIA H100s and A100s. No silicon = No LLM. โžก๏ธ OpenAI doesnโ€™t own the factory. It rents the engines. ๐Ÿ”น 3. Business Model = API Layer Whatโ€™s OpenAI really selling? ๐Ÿ‘‰ APIs on top of rented compute. Itโ€™s brilliant middleware: take raw GPU power โ†’ train/fine-tune models โ†’ wrap in APIs โ†’ serve to devs, startups, and enterprises. โžก๏ธ Think Stripe for Intelligence. ๐Ÿง  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 Itโ€™s the middleware king of Gen AI. Still legendary, still powerful. But letโ€™s call the architecture what it is: A wrapper. A brilliant one. #OpenAI #Azure #Nvidia #LLM #AIInfra #StartupInsights #FridayAI #BuildInPublic #VCLogic

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