Part 2/12:
Although the figure of $1.5 billion was thrown around as a target, it was quickly clarified that it represented revenue—specifically, about 30% of OpenAI's income. The focus here is on building relevance and capturing market share rather than just profitability. Emerging companies in AI are learning that leveraging existing infrastructure, such as partnerships with semiconductor suppliers like Nvidia, can significantly elevate their growth trajectory. The symbiosis between these entities allows for the transfer of low-margin high-volume inference tasks from Nvidia, enabling them to focus on high-margin training tasks.