Daily Ideas·Analysis·N-A·2026年2月14日

OpenAI: Infrastructure for Intelligence and the Race to Build a Cognitive Utility

Jason Branin
Substack

OpenAI is not just building AI models; it is creating the infrastructure for a new 'cognitive utility' that will power a wide range of applications and services. This race to build the foundational layer of artificial intelligence will have profound implications for the future of technology, business, and society. The company that controls this infrastructure will have a significant strategic advantage in the decades to come.

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