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> I’d argue that the most valuable companies of the AI era don’t exist yet. They’ll be the startups that harness AI’s potential to solve specific, costly proble
by a13n 2y ago
> I’d argue that the most valuable companies of the AI era don’t exist yet. They’ll be the startups that harness AI’s potential to solve specific, costly problems across our economy—from engineering and finance to healthcare, logistics, legal, marketing, sales, and more.
I feel like the author's concluding point contradicts himself. There is a gold rush and OpenAI is selling shovels.
- wukerplank 2y agoI thought Nvidia is selling shovels
- nyc_data_geek1 2y agoNvidia is selling shovels. OpenAI is renting out mining crews
- sdenton4 2y agoMickey Mouse animated the shovels with the big spell book, and now they're marching around and need shovels of their own...
- benatkin 2y agoThis has me imagining it in terms of the game Cuphead. That’s also good for visualizing this I think.
- Liwink 2y ago> OpenAI is selling shovels. I think the author argues that OpenAI is not the only one selling shovels, and their shovels won't be always better that others'.
- tyre 2y agoIt's that OpenAI is investing tens of billions of dollars in shovels and others, like deepseek, are open sourcing equivalently good shovels. The vertical specific companies, though, are harder to clone as the invest in the product offering around/on top of AI
- Zamiel_Snawley 2y agoI’d say Nvidia is selling shovel factories (training hardware), OpenAI is renting shovels (trained models as a service), and DeepSeek gave everyone a shovel for free. But Nvidia is also selling steroids (inference hardware) that everyone will need to use their new free shovels. This analogy may have gotten out of hand.