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by _e8at 255 days ago
It's Sam.

From what I understand he was the only one crazy enough to demand hundreds of GPUs for months to get ChatGPT going. Which at the time sounded crazy.

So yeah Sam is the guy with the guts and vision to stay ahead.

4 comments

Past performance is no guarantee of future results.

You might see Sam as a Midas who can turn anything into gold. But history shows that very few people sustain that pattern.

The shitcoin-in-return-for-your-iris-scans guy?
OpenAI isn't ahead
It is in terms of users. There's a lot of sticking power to "the thing you already know and use".
Unless there is little friction in switching. I don’t feel any of the LLM products have a sticky factor as of yet, as far as viewing it from a consumer lens
Probably consumers. Enterprise is Anthropic, double ahead: https://menlovc.com/perspective/2025-mid-year-llm-market-upd...

note that menlo is invested in anthropic, but still..

Ignoring Sutskever much?