Clouded Judgement 11.10.23 - OpenAI Updates + Datadog Gives the All-Clear?
Clouded Judgement
NOVEMBER 10, 2023
Raw silicon (chips like Nvidia bought in large quantities to build out infra to service upcoming demand). Model providers (OpenAI, Anthropic, etc as companies start building out AI). When they started using large language models from OpenAI, the gross margin on the same product went to -100%!
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