Show Notes
OpenAI’s first AI inference chip, the fight over access to Cursor, and NVIDIA’s response reveal three competing strategies for the future of AI.
Nate maps the three camps: OpenAI wants to own more of the stack, NVIDIA wants to sell the adaptable infrastructure every camp still needs, and Anthropic is preserving the ability to switch among suppliers. Then he turns that corporate strategy into a practical personal decision: how to spend $20, $60, or $200+ per month without letting one provider control your memory, files, instructions, and work.
In this episode:
What OpenAI’s Jalapeño chip does—and what its published benchmark does not prove Why model access can disappear when ownership and rivalry change How NVIDIA benefits even when custom chips win individual workloads Why Anthropic’s supplier mix creates strategic flexibility A practical way to structure an AI budget around outcomes, portability, and leverage
The central test is simple: if your main model disappeared tomorrow, would the switch hurt? Hosted on Acast. See acast.com/privacy for more information.
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For deeper playbooks and analysis: https://natesnewsletter.substack.com/