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73% of AI startups are building their castle in someone else's kingdom.
by amelius 1y ago
73% of AI startups are building their castle in someone else's kingdom.
- asah 1y ago-1: there's lots of "kingdoms" (openai, anthropic, google, plus open source) - if one king comes for your castle, you can move in minutes.
- amelius 1y agoTrue, even OpenAI built their castle in nVidia's kingdom. And nVidia built their castle in TSMC's kingdom. And TSMC built their castle in ASML's kingdom.
- skx001 1y agolastly we need the FDIC meme "Backed by the full faith and credit of the U.S. Government" for good measure, haha.
- octoberfranklin 1y agoTSMC bought a huge chunk of ASML's shares before taking the plunge on EUV -- enough to get them a board seat.
- benoau 1y agoIt's worse than that, someone else's models, someone else's smartphone operating systems, it's every conceivable disadvantage.
- scottiebarnes 1y agoEvery city should have its own municipal chip fabrication plant!
- octoberfranklin 1y agoIf you break up AT&T the Bell System will collapse!
- jedberg 1y agoNot sure if you're familiar, but it did collapse. It's all one company again.