OpenAI's Strategic Moves Fuel Tech Industry Surge
TL;DR Summary
OpenAI is aggressively positioning itself to become the 'Windows of AI' by forming extensive partnerships with chipmakers like AMD and Nvidia, integrating apps within ChatGPT to serve as a future operating system, and aiming to dominate the AI ecosystem much like Windows did in the PC era. This strategy involves building a comprehensive platform that attracts users first, then developers, and consolidates power across hardware, software, and web services, potentially reshaping the AI industry landscape.
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- AMD Inks Chip Deal With OpenAI That Triggers Explosive Rally Bloomberg.com
- We're booking profits in a lagging stock as it pops on an OpenAI integration CNBC
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Read on Stratechery by Ben Thompson