"One[ #OpenAI]must convince investors that losses exceeding 100billion dollars will eventually convert to profits large enough to justify a half-trillion valuation. The other[ #Google]already owns the distribution, the data, the chips & the users, trading at a 3rd…while printing tens of billions in annual profit.
If AI power centralizes inside platforms that control infrastructure rather than labs that rent it, the entire #venturecapital thesis underlying OpenAI collapses."
https://substack.com/inbox/post/179701197
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@josemurilo „Google operates what economists call a vertically integrated platform. Four billion users across Search, YouTube, Android, Gmail and Maps generate continuous behavioral data. Every query, every video watch, every email interaction feeds training loops that improve model performance. This is not data Google purchases or licenses. It is data the company generates as a byproduct of services users already depend on.“
your online actions are #LLM training data….
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