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Swami Gadila
Founder of Friday AI • 1d
🚨 Open AI is an Wrapper👀🤯 Hot take, but let’s break it down logically: OpenAI is not a full-stack AI company — it’s a high-level wrapper over Azure and NVIDIA. Here’s why that matters 👇 🔹 1. Infra Backbone = Microsoft Azure Almost 90%+ of OpenAI's training & inference happens on Azure superclusters. Without Microsoft’s cloud muscle, the scale of ChatGPT or GPT-4 would be impossible. ➡️ OpenAI rents brains from Microsoft and calls it a mind of its own. 🔹 2. Compute Core = NVIDIA H100s Those "intelligent" answers? Powered by stacks of NVIDIA H100s and A100s. No silicon = No LLM. ➡️ OpenAI doesn’t own the factory. It rents the engines. 🔹 3. Business Model = API Layer What’s OpenAI really selling? 👉 APIs on top of rented compute. It’s brilliant middleware: take raw GPU power → train/fine-tune models → wrap in APIs → serve to devs, startups, and enterprises. ➡️ Think Stripe for Intelligence. 🧠 The Real Game? > Vertical integration = owning chips (like NVIDIA), infra (like Azure), and intelligence (like OpenAI). But OpenAI owns only the top — the cognitive interface. In short: OpenAI ≠ end-to-end AI It’s the middleware king of Gen AI. Still legendary, still powerful. But let’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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