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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 (tho
by BeefWellington 2y ago
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 2y agoOr they become the Webvan/pets.com of the bubble.
- zeusk 2y agoNvidia 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 2y agoI’d say it’s more about the fact that they make useful products rather than brand recognition.