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Vishu Bheda
ย โขย
Medialย โขย 3m
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 (mostly burning VC money). 3. OpenAI pays Microsoft $1,000 for cloud servers (also burning VC money). 4. Microsoft spends $5,000 on NVIDIA chips to power those servers. Who wins? NVIDIA โ sells chips, prints record profits. Microsoft/AWS/Google โ rent out compute and take a cut. Who struggles? Most AI startups โ just middlemen calling OpenAIโs API, burning investor money. Even OpenAI โ huge revenue but insane infra costs; still relies on massive outside funding. Examples: Jasper grew fast but struggles with retention and infra costs. Many AI apps fully depend on OpenAI โ if costs rise or APIs change, theyโre at risk. Meanwhile, NVIDIA keeps breaking profit records every quarter. The reality: most of the money flows up to infra giants, while the majority of AI players are barely surviving on hype and investor cash.
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