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mhjkltoday at 6:39 PM1 replyview on HN

What RAM? OpenAI booked the silicon wafers, they can print anything they want on them. I wouldn't call them "far behind" on hardware when OpenAI are actively buying Cerebras chips.


Replies

yabutlivnWoodstoday at 8:01 PM

Yes exactly; he is behind in that he has to buy others chips with little say on how they work.

Apple and Google control their own designs.

Sama is 100% an outsider, merely a customer. The chip insiders are onto his effort to pivot out of meme-stock hyping, into owning a chunk of their fiefdom. They laughed off his claims a couple years ago as insane VC gibberish (third hand paraphrase from social network in chip and hardware land).

No way he can pivot and print whatever. Relative to hardware industry he is one of those programmers who can say just enough to get an interview but whiffs the code challenge.

He has no idea where the bleeding edge is so he will just release dated designs. Chip IP is a moat.

Plus a bunch of RAM companies would be left hanging; no orders, no wafers. Sama risks being Jimmy Hoffa'd imploding the asset values of other billionaires.