One Day I Willย โขย 2m
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Founder of Friday AIย โขย 4m
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
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mysterious guyย โขย 4m
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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Medialย โขย 1m
๐๐ ๐ณ๐ฒ๐ฒ๐น๐ ๐น๐ถ๐ธ๐ฒ ๐ฎ ๐ด๐ผ๐น๐ฑ ๐ฟ๐๐๐ต. ๐๐๐ ๐บ๐ผ๐๐ ๐บ๐ถ๐ป๐ฒ๐ฟ๐ ๐ฎ๐ฟ๐ฒ ๐ฏ๐ฟ๐ผ๐ธ๐ฒ. Look where the money really goes: 1. You pay $200 for an AI app (like Cursor, Jasper, Lovable). 2. The startup sends $500 to OpenAI for API usage (most
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Experimenting On lea...ย โขย 1m
Nvidia made $46.7 billion in Q2, but two secret customers brought in 39% of that cash! One gave 23%, the other 16%, up from just 25% last year. Thatโs a lot of eggs in two baskets. If these big buyers like maybe OpenAI, Google Amazon or Microsoft sl
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