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by lgg
614 days ago
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It really is not the same. Amazon was not profitable because it was building out logistics, and then AWS data centers. There were defensible moats around their business that their growth facilitated. Google built out data centers and fiber, again tangible assets they had that competitors did not. OpenAI's spending is mostly buying compute from other people. In other words, OpenAI's growth is paying for Microsoft's data centers. The only real asset OpenAI is building are their models. While they may be the best models available today it is unclear if that those any durable advantage since everyone in the industry is advancing very quickly, and it is unclear if they can really monetize effectively them without the infrastructure to run them. |
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Also, there are immense lobbying everywhere covertly, if you haven’t seen it, look at the prominent news media, AI is now akin to “productivity gain” and “innovation”, and “adapting AI or we fall behind” attitude.
Look at all the hammers falling on different industries about energy waste, climate change while AI’s usage of massive energy is presented as “innovation and next generation of work and productivity gains to be unlocked”.
The target for OAI(and AI wave in general) is normal people, not tech people. And when people say AI, you conveniently see OAI emerge from news, social media, your colleagues, your boss, your friends.