Part 14/15:
In essence, the author predicts the decline of OpenAI based on its shaky financial footing, lack of technological moat, commoditization of AI models, and an unsustainable business model. The landscape is expected to shift away from centralized, capital-intensive models towards a more distributed, edge-centric paradigm where hardware manufacturers, cloud providers, and industry-specific players dominate.
The analogy to nuclear power—costly, centralized, with fixed infrastructure—serves as a metaphor for OpenAI’s current model, which is poised for obsolescence. The future belongs to models embedded directly in devices, powered by cheaper, specialized hardware, and supported by open-source ecosystems.