Right. Everyone has been selling AI-enabled phones and computers for a few years now… Now that AI companies are actually charging real money for tokens, people are automatically routing their questions to their local AI for the cost of electricity, and saving their queries to OpenAI, etc., for the harder questions.
The valuations are absolutely bonkers. OpenAI is just cloud computing which every single major customer they have asking themselves every quarter if they should just go in-house.
Right. Everyone has been selling AI-enabled phones and computers for a few years now… Now that AI companies are actually charging real money for tokens, people are automatically routing their questions to their local AI for the cost of electricity, and saving their queries to OpenAI, etc., for the harder questions.
The valuations are absolutely bonkers. OpenAI is just cloud computing which every single major customer they have asking themselves every quarter if they should just go in-house.