Given OpenAI's struggles with API and developer market share hard to justify their AI infrastructure debt and plans. You almost have to feel sorry for Oracle and SoftBank at this point because you don't need to read the tea leaves to see what's going to happen. Unless they replace the CEO soon with a professional CEO I predict mighty struggles ahead.
It's interesting. Open Ai is in that TAM stacking period where they profess to be building multiple TAMs simultaneously. I remember Uber doing the same with multiple GEO x multiple business models incl Autonomous Vehicles/Taxi & drone deliveries. None paid off. Popcorn time 🍿
Great breakdown! Especially the shift in SaaS value models. The move toward hybrid and outcome-based pricing feels inevitable as AI compute costs reshape margins.
Given OpenAI's struggles with API and developer market share hard to justify their AI infrastructure debt and plans. You almost have to feel sorry for Oracle and SoftBank at this point because you don't need to read the tea leaves to see what's going to happen. Unless they replace the CEO soon with a professional CEO I predict mighty struggles ahead.
It's interesting. Open Ai is in that TAM stacking period where they profess to be building multiple TAMs simultaneously. I remember Uber doing the same with multiple GEO x multiple business models incl Autonomous Vehicles/Taxi & drone deliveries. None paid off. Popcorn time 🍿
Súper excited to see how Burry’s new big shorts playout. $1.1B
I agree with him but not sure I would bet 80% of my portfolio on a specific timeframe 🤣
Ricky player ! Ricky moves!
"Risky "
Sure. DM'ed you!
++ Good Post, Also, start here stock market, AI research, Crash Courses, 100+ Most Asked ML System Design Case Studies and LLM System Design
Stock Market
https://open.substack.com/pub/stockmarketanalysis04/p/important-stock-market-post-04-which?r=14q3sp&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false
https://open.substack.com/pub/stockmarketanalysis04/p/important-stock-market-analysis-which?r=14q3sp&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false
https://open.substack.com/pub/stockmarketanalysis04/p/important-stock-market-post-02-understand?r=14q3sp&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false
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Crash Courses
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https://open.substack.com/pub/airesearch04/p/ai-research-1-the-transformer-revolution?r=14q3sp&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false
LLM System Design
https://open.substack.com/pub/naina0405/p/most-important-llm-system-design-b31?r=14q3sp&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false
https://naina0405.substack.com/p/launching-llm-system-design-large?r=14q3sp
https://naina0405.substack.com/p/launching-llm-system-design-2-large?r=14q3sp
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Great breakdown! Especially the shift in SaaS value models. The move toward hybrid and outcome-based pricing feels inevitable as AI compute costs reshape margins.
Huge shift to hybrid. Outcome based is happening and I think we'll see it become standard in the Services as AI SaaS models