A profitable competitor to OpenAI forms a partnership for potentially infinite compute resources funded by direct cash payments from operations rather than equity

if you’re openai, this is really really bad news, because now your largest & now actually profitable competitor with the most momentum is in a deep partnership that empowers them with potentially infinite compute & since they make money they can pay for it directly without using equity. & elon can’t afford to walk away from this partnership either because as a publicly traded company that type of revenue fluctuation would have fiduciary impact. incredible twist.