Best of the day: OpenAI's anxiety.
OpenAI did a good job of making hardware again (suddenly). What is Open Al's calculation? The open source model is not only cheap but also flexible and customizable, even Microsoft, the big money owner of OpenAl, is impressed, and no alliance is solid. Whether it is OpenAl or Microsoft, it can only take advantage of the fact that it is still ahead of the curve to build its own skin care city.
Wall Street news: The AI circle is really too rolled, Nvidia, which sells shovels, wants to collect rent, and now Open Al, which makes a large model, also has to make software by itself (slip of the tongue). Latest news: Jony lve, former chief designer of Apple, the father of the iPhone, is ready to launch a new AI hardware product. It is speculated that OpenAl may build a completely new operating system with an AI brain on new hardware. It's about leaving Apple and Android aside!
The big model is well done and the hardware (password) is made again. What is Open Al's calculation? In fact, don't look at ChatGPT, although it is the top of this wave of AI, OpenAl standing behind it is actually anxious. Now OpenAI has two main channels for making money, one is ChatGPT paid revenue, and the other is to provide API services to enterprises. At present, ChatGPT traffic growth has peaked, and the competition from the open source model of enterprise APIs is particularly fierce.
The open source model is not only cheap but also flexible and customizable, even Microsoft, the big money owner of OpenAl, is impressed. "Split" Meta launched an open source big model, which makes OpenAI not anxious, how can it not be vigilant?
Now AI is still a situation of chaos, the money-making model has not yet appeared, the industry pattern has not yet been decided, and no alliance is solid. Both OpenAl and Microsoft are testing each other, casting a wide net, and spreading risks. As the big models become more and more homogeneous, the last ones left are not necessarily the companies with the best technology, as is the case with the iPhone 14 and 15. There are always people who choose iPhone14 for the cost performance For OpenAl, which burns $700,000 a day, they can only take advantage of the fact that they still have a leading edge to quickly create their own skincare workers, and grasp the application ecology in their hands by developing AI hardware (slip of the tongue) to make the most money.
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