[D] Trying to understand the argument that proprietary hardware manufacturers will re-org the industry and cause OpenAI enterprise value to drop

One of the opinions of some Silicon Valley voices is that two primary things will cause proprietary/closed source model builders to leak value: (1) the latency amongst all of the current tools makes building production-quality code unfeasible — APIs should take 30-50ms rather than 30-50s. (2) The cost of 1m tokens on any of these platforms makes it economically impossible if you’re trying to build something.

The argument is that cloud services will come out that give users millisecond latency …

apis building closed source code current enterprise hardware industry latency machinelearning openai opinions production proprietary hardware quality silicon silicon valley tools valley value voices will