Being the first doesn’t mean you’ll win. They have no product, only a commodity ... | Hacker News

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		hk__2 15 hours ago \| parent \| context \| favorite \| on: OpenAI raises $110B on $730B pre-money valuation Being the first doesn’t mean you’ll win. They have no product, only a commodity that you can find at other companies or even for free (DeepSeek).

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rvnx 15 hours ago [–]

They have a product but it’s a commodity now.

They are in the business of selling compute / datacenter rack spaces. A server where you pay per GBs transferred in/out.

If it’s Gemini or GPT behind, for most use cases users wouldn’t care.

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