- Sam Altman _briefly_ went on record saying that openAI was extremely GPU constrained. Article was quickly redacted.
- Most recent round literally was scraping the bottom of the barrel of the cap table: https://www.theinformation.com/articles/thrive-capital-to-le...
- Plus signups paused.
If OpenAI needs gpu to succeed, and can't raise any more capital to pay for it without dilution/going past MSFT's 49% share of the for-profit entity, then the corporate structure is hampering the company's success.
Sam & team needed more GPU and failed to get it at OpenAI. I don't think it's any more complex than that.