Microsoft and OpenAI's close partnership shows signs of fraying

I'm betting against OpenAI. Sam Altman has proven himself and his company untrustworthy. In long running games, untrustworthy players lose out.

If you disagree, I would argue you have a very sad view of the world, where truth and cooperation are inferior to lies and manipulation.

Who are you betting on then? Anthropic? Google? Someone else? I mean Microsoft was not the friendliest company. But they were good enough at serving their customers needs to survive and prosper.

At one end are the chip designers and manufacturers like Nvidia. At another end are the end user products like Cursor (ChatGPT was actually OpenAI's breakthrough and it was just an end-user product innovation. GPT-3.5 models had actually already been around)

I would bet on either side, but not in the middle on the model providers.

I can see the big chip makers making out like bandits - a la Cisco and other infra providers with the rise of the internet.

They are facing competition from companies making hardware geared toward that inference that I think will push their margins down over time.

On the other end of the competitive landscape, what moat do those companies have? What is to stop OpenAI from pulling a Facebook and Sherlocking the most profitable products built on their platform?

Something like Apple developing a chip than can do LLM inference on device would completely upend everything.