[heftykoo]

The "innovator's dilemma" seems to have a new chapter: having enough TPU capacity to simply out-brute-force the competition once the direction is clear. It's less about "who built it first" and more about "who has the most H100s/TPUs and a decent enough compiler."

[verdverm]

Google was building TPUs before OpenAI existed, they wrote the paper that made OpenAI, by most accounts they were first and have far more experience operating these systems at scale in both hardware and users

The writing has been on the wall since Ilya left, OpenAI is in decline. Recent news at Microsoft, Nvidia backing out of a deal, decreased enterprise usage... seems to indicate the trend is deepening and OpenAI is on a path to becoming the favorite example of the anti-Ai crowd when it all finally comes crumbling down