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hk__2 | 2 days ago

Being the first doesn’t mean you’ll win. They have no product, only a commodity that you can find at other companies or even for free (DeepSeek).

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rvnx|2 days ago

They have a product but it’s a commodity now.

They are in the business of selling compute / datacenter rack spaces. A server where you pay per GBs transferred in/out.

If it’s Gemini or GPT behind, for most use cases users wouldn’t care.