Deep in the vertices this morning.
I’m hand-crafting the geometry for FutureCoded in Blender before it finds its permanent home on our website via Three.js. Can't wait to apply some shaders to it
In an era of instant generation, this process reminds me that no matter how evolved AI becomes, human ingenuity is essential for genuinely unique creation. The craft still matters.
OpenAI spends $3.30 to make $1.00.
Google spends $0.00 in supplier margin.
This single fact explains everything happening in AI right now, and almost nobody sees it.
The math:
OpenAI pays NVIDIA 75% gross margins on GPUs.
Then pays Microsoft markup on Azure.
Then covers its own costs.
Total: $66B spend on $20B revenue.
Google designed its own TPUs.
Owns its own data centers.
Pays only electricity and depreciation.
The gap: 30-44% permanent cost advantage.
Every query OpenAI serves, the disadvantage compounds.
Every query Google serves, the moat deepens.
This is why:
ChatGPT US traffic down 35% in November.
Gemini hit 650M users growing 62% in 5 months.
Marc Benioff publicly defected after 3 years.
This is why OpenAI just added ads to ChatGPT.
This is why Sam Altman declared "Code Red" in December.
This is why all 4 original GPT paper authors have left.
But here's what makes this a 2008-level systemic risk:
SoftBank sold $5.83B in NVIDIA stock to invest $41B in OpenAI.
NVIDIA intends to invest $100B in OpenAI while OpenAI commits $500B to buy NVIDIA GPUs.
Microsoft's $135B stake depends on OpenAI's $250B Azure commitment.
The customer funds the supplier who funds the customer.
Yale researchers called it: "Could trigger a devastating chain reaction similar to the 2008 Great Financial Crisis."
The catalyst has a date: April 27, 2026.
Musk v. OpenAI goes to jury trial.
Damages sought: $79-134 billion.
OpenAI's cash reserves: $64 billion.
The judge already ruled there's "plenty of evidence" of fraud.
Hedge fund positioning in AI infrastructure: 93rd percentile long.
When this reprices, the exits won't fit the bodies.
Google is to OpenAI what Microsoft was to Netscape.
The capability is comparable. The cost structure is fatal.
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Both look great! It depends on the button hierarchy. In the left version, it feels like the square cards are widgets while the horizontal have a different functionality . If that's the intention, I prefer the left one. But if they have similar hierarchy, I'd choose the variety on the right.
@0xAsharib@grok That sounds like a good plan for making it work for bigger groups. However, it might take a bit longer to get everything ready before launch. If you’re just trying to see if people want to pay for the service, test the market, would you still use FastAPI?