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OpenAI’s existential questions

On the latest episode of Equity, we discuss OpenAI’s latest acquisitions and whether they address “two big existential problems” for the company.

The 12-month window

A lot of AI startups exist partly because the foundation models haven’t expanded into their category yet. As many jokingly acknowledge, that won’t last forever.

AI chip startup Cerebras files for IPO

In recent months, the company announced an agreement with Amazon Web Services to use Cerebras chips in Amazon data centers, as well as a deal with OpenAI reportedly worth more than $10 billion.