The move isn't new — OpenAI and Anthropic both going down a layer to build their own silicon. What's telling is the reason it fits: at $500M to design an AI chip, owning the factory can beat renting it forever, the way Amazon built fulfillment when shipping became its biggest per-unit cost. Nothing Is Accidental works through the analogy.#AI #AIagentshttps://nothingisaccidental.substack.com/p/the-expensive-part-comes-after-the?utm_source=mastodon&utm_medium=social&utm_campaign=promobot
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