How often do "infra" companies like OpenAI turn into consumer powerhouse?

building far.quest & /farmarket. cofounder at miy.com ventures. FID #274. Previously Square/Cash App. hi_im_nico.twitter

I wouldn’t call OpenAI an infra company tho
They just did loads of research and built awesome software, tried a bunch of things and the API and consumer stuff is what found PMF

But all of FAAMG have big infra plays really

Be specific.     

leonasskau.co.uk //
Hosting /strategy, /geopolitics d33m:mun

Yes, but I don’t think OpenAI is that different

The best comparison is maybe Google selling ad infrastructure alongside consumer search
They are worthless without each other, just like GPT consumer products and GPT models

FAANG usually got into infra after nailing the consumer side - AWS offered the infra they built for Amazon