Founder of Friday AIย โขย 1m
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
Hey I am on Medialย โขย 1y
The AI chip war is coming, with players like NVIDIA, Samsung Semiconductor, Rebellion, OpenAI, Huawei, and Qualcomm. Who do you think will dominate? Many Investment Banking Institutions are investing Billions of Dollars in AI Chips Companies like Ti
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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
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Useful Run Commands Every Windows User Should Know Press Win + R on your โจ๏ธ to open the Run dialog box and enter any of ๐ commands to access the respective tool. ๐น "." -ย the user's folder. ๐น ".." - user folder. ๐น "control" - control panel. ๐น
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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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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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