[r0m4n0]

I think it’s more like Open AI has the name to throw around and a lot of credibility but not products that are profitable. They are burning cash and need to show a curve that they can reach profitability. Getting 15 people with 15 ideas they can throw their weight behind is worth a lot

[chrishare]

Yeah, more or less. Being in the application space as well as the inference space hedges a variety of risks, that inference margins will squeeze, that competition will continue to increase, etc etc.

[r0m4n0]

Yea and if you look at all of the job openings they have right now, they are mostly in the “applied AI” space which is a very different thing from what they have been doing altogether. This is mostly generic enterprise development which is how they will try to become profitable