Google, Nvidia, and OpenAI (Stratechery Article 12-1-2025)
The CEO of a hyperscaler can issue a decree to work around CUDA; an app developer can decide that Google’s cost structure is worth the pain of changing the model undergirding their app; changing the habits of 800 million+ people who use ChatGPT every week, however, is a battle that can only be fought individual by individual. This is ChatGPT’s true... See more
Google, Nvidia, and OpenAI (Stratechery Article 12-1-2025)
Just B2B vs. B2C?