Nov. 25 at 8:56 AM
Why OpenAI is doomed: They promised to build datacenters for 114 trillion USD and entered into all sorts of other circular deals with so many high tech companies, but their business model does not generate enough cash to even pay for a tiny fraction of these commitments. They rely on selling the enterprise version of ChatGPT to businesses. But this market is already dominated by
$MSFT. Microsoft has a huge, highly skilled and well connected enterprise sales team, incentivized to explain to their buddy CIOs and CEOs why Copilot is better integrated with their favorite office applications, easier to implement with their Azure based data lakes and better aligned with the corporate security suite (also from Microsoft) than ChatGPT. Guess who will win?
The SP of all companies involved with OpenAI will suffer once OpenAI's strategy fails. Including
$MSFT, as OpenAI's largest shareholder. The "AI Bubble" will burst. There is no question "if", but "when?".
$MSFT $GOOG $NVDA $AMD $AMZN