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[Alex Karp] did not invest in OpenAI or Anthropic. He invested in [Nvidia]. Because NVIDIA sells you the hardware and walks away. https://x.com/VaibhavSisinty/status/2072568536715948531 # They do not see your data. They do not cache your prompts. They do not retrain on your workflows. # You own the compute. You own the weights. You own the data pipeline. You own the alpha. # That is the full stack of control enterprises actually want.
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