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In the AI era, computing power is the strongest leverage.
Here's a real case: How has OpenAI's growth data over the past three years been? Investment in computing resources has tripled each year, and the company's revenue has also tripled each year. This is no coincidence.
OpenAI's logic is straightforward—business models must expand in tandem with the value created by AI. Invest more in computing power, make the models stronger, deliver more value, and revenue naturally rises. Once this positive feedback loop is initiated, it’s hard to stop.
Simply put, whoever controls the computing resources, whoever holds the discourse power in the AI era.
OpenAI's approach is basically burning money for growth, but they can afford to do that. What about us?
GPU cards are now priced so high that we can't even get into this round of the game.
OpenAI's logic is indeed impressive, but the real question is whether the cost of computing power will also triple.
The large model arms race has already started, and small players simply can't keep up.
By the way, this is why GPU prices are so outrageous—everyone is fighting for computing power.
Controlling computing resources = controlling bargaining power. It sounds like a new era of monopoly is coming.
That's why NVIDIA is the real winner.
Choking AI with chips is what it’s about.
But OpenAI's fundraising ability is also incredible.
GPU chips are the real gold mine; those who control computing power have already won half the battle.
That said, this logic is too brutal for startups; without computing power, it's basically a dead end.
OpenAI's approach is indeed clever, but only a few can sustain the money-burning. What about Web3 teams?
The cost of computing resources will only become more exaggerated. In the end, this model still depends on fundraising ability.
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Basically, it's a money-burning game. Whoever has more money wins.
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That's true, but isn't it too late to enter now, everyone?
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Mastering computing resources = mastering the future. This logic is flawless.
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OpenAI's move is really ruthless; I was exhausted just watching it double repeatedly.
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Once positive feedback starts, it can't be stopped. That's the essence of competition.
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The scarcity of computing resources is the real moat.
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Wait, does this also explain why graphics cards are so expensive?
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Whoever controls computing power controls the discourse power. This is the means of production in the new era.