Which ones exactly?
NVIDIA is drinking sweet money from OpenAI.
Microsoft & Apple are in cahoots with it.
Meta/Facebook seems happy to compete with OpenAI on a fair playing field.
Anthropic lacks the resources.
Amazon doesn't seem to care.
Google is asleep.
Amazon gets paid either way, because even if open ai doesn’t use them, where are you going to cloud your api that’s talking with open ai?
If open ai looks weakened I think we’ll see everyone else has a service they want you to try. But there’s no use in making much noise about that, especially during an election year. No matter who wins, all the rejected everywhere will blame AI, and who knows what that will look like. So, sit back and wait for the leader of the pack to absorb all the damage.
OpenAI is miles ahead in terms of ecosystem and platform integration. Google can come up with long context windows and cool demos all they want, OpenAI built a lot of moat while they were busy culling products :)
I didn't realise it was that bad.
NVIDIA makes money from any company doing AI. I would be surprised if OpenAI was a whole digit percentage of their revenue.
>Microsoft & Apple are in cahoots with it.
Nope. Apple is using OpenAI to fill holes their current model is not good at. This doesn't sound like a long-term partnership.
>Meta/Facebook seems happy to compete with OpenAI on a fair playing field.
They want open source models to rule, obliterating proprietary models out of existence, while at it.
>Anthropic lacks the resources.
Hence why it would be better for them if OpenAI would not exist. It's the same with all other AI companies out there.
>Amazon doesn't seem to care.
Citation needed, AWS keeps putting out products which are their market leaders, they just don't make a big fuzz about it.
>Google is asleep.
I'll give you this one. I have no idea why they keep Pichai around.
As opposed to? The euphemism "I wouldn't be surprised" usually means you think what you're saying. If you negate that you're saying what you _don't_ think is the case? I may be reading too much into whats probably a typo.
It is not publicly known how much revenue Nvidia gets from OpenAI, but it is likely more than 1%, and they may be one of the top 4 unnamed customers in their 10Q filing, which would mean at least 10% and $3 billion [0].
That's not nothing.
[0] https://www.yahoo.com/tech/nvidia-gets-almost-half-revenue-0...