No I think OpenAI deserves a meaningful valuation reset, but they are in a better potential strategy then Anthropic - https://s-1.vercel.app/posts/the-struggle-of-openai/
> Their best bet is hardware
Why would Nvidia continue to finance OpenAI to meet its procurement commitments if it became a direct competitor?
Where is the money coming from?
> Their best bet is hardware
Why would Nvidia continue to finance OpenAI to meet its procurement commitments if it became a direct competitor?
Where is the money coming from?