[BeefWellington]

Yeah they're the shovel sellers of this particular goldrush.

Most other businesses trying to actually use LLMs are the riskier ones, including OpenAI, IMO (though OpenAI is perhaps the least risky due to brand recognition).

[lokimedes]

Or they become the Webvan/pets.com of the bubble.

[zeusk]

Nvidia is more likely to become CSCO or INTC but as far as I can tell, that's still a few years off - unless ofcourse there is weakness in broader economy that accelerates the pressure on investors.

[gizajob]

I’d say it’s more about the fact that they make useful products rather than brand recognition.