X @Cassandra Unchained
Cassandra Unchained·2025-12-06 03:58
Everyone that knows anything knows this.OpenAI is the next Netscape, doomed and hemorrhaging cash, Microsoft is trying to keep it afloat while keeping it off balance sheet and sucking out the IP. So why do they keep getting funded? The whole industry NEEDS a 500 billion IPO ASAP.Marc Benioff (@Benioff):LLMs are the new disk drives: commodity infrastructure you hot-swap for whoever’s cheapest + best. The fantasy that the model is a moat just expired. ☠️ https://t.co/VIBm3TH6nr ...