chip factories

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Feb 1, 2024 by Xander Oltmann · across every show →

Everything said about chip factories, oldest first

Feb 1, 2024 neutral
Assertion Supported
Oltmann: OpenAI is attempting to build its own chip factories
“OpenAI is currently out in the market now trying to actually build their own chip factories and develop their own chips internally, which is a total shift away from historically what software companies have done.”
Xander Oltmann Feb 1, 2024 ▶ 4:40 Xander Oltmann, Commodity Capital: Downfall of SaaS & Uprising of Vertically Integrated Monopolies · Sourcery with Molly O'Shea
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