Looks like OpenAI is finally compute constrained (and they're already back to the market to raise money, presumably to for more compute).
I'm not sure if compute alone is enough of a moat enough but so far that's how they have survived Anthropic's capture of the enterprise/professional market. Along with shitposting on X and playing Anthropic's unforced errors on developer relations, safety downgrades and data retention.
But I suspect OpenAI will have to make some hard decisions about de-prioritizing their consumer products, which is most of their current valuation?
I'm not sure if compute alone is enough of a moat enough but so far that's how they have survived Anthropic's capture of the enterprise/professional market. Along with shitposting on X and playing Anthropic's unforced errors on developer relations, safety downgrades and data retention.
But I suspect OpenAI will have to make some hard decisions about de-prioritizing their consumer products, which is most of their current valuation?