OpenAI and Nvidia are both under threat from Google; I like OpenAI’s chances best, but they need an advertising model to beat Google as an Aggregator.
Rohan Paul on Twitter / X
Google is trying to win AI by making compute cheap, not by beating Nvidia on raw speed.Nvidia sells GPUs to clouds with a big 70%+ margin that sits on top of manufacturing and R&D cost and raises cloud prices.Google builds TPUs for itself at near manufacturing cost, adds no… https://t.co/aSgWRf0HY7 pic.twitter.com/T3Fzc6czwg— Rohan Paul (@rohanpaul_ai) November 25, 2025
OpenAI Might Be Making a Web Browser
Link to: https://www.theinformation.com/articles/openai-considers-taking-on-google-with-browser
Nvidia, Microsoft launch open AI security alliance — without OpenAI, Google, or Anthropic
It comes after Hugging Face used a Chinese open-weight AI to defend itself against rogue OpenAI agents.
Teaching Everyone to Fish for Tokens
Nvidia wants you building your own model, not buying from Anthropic/OpenAI.
NVIDIA Shatters MoE AI Performance Records With a Massive 10x Leap on GB200 'Blackwell' NVL72 Servers, Fueled by Co-Design Breakthroughs
Scaling performance on MoE AI models is one of the industry constraints, but it appears that NVIDIA has managed to make a breakthrough.
How will OpenAI compete? — Benedict Evans
OpenAI has some big questions. It doesn’t have unique tech. It has a big user base, but with limited engagement and stickiness and no network effect. The incumbents have matched the tech and are leveraging their product and distribution. And a lot of the value and leverage will come from new experie
A Chrome-killing browser will be OpenAI's next big shot at Google, according to a new report
Is BrowserGPT in the cards? It’s a long way off, if it is…
The Google Squeeze
Google, the real Aggregator, is squeezing OTAs, which acted like Aggregators while depending on Google for demand. It’s easy to say Google is being unfair, but this may be better for consumer…
"AI" centralization
So it seems like NVIDIA has agreed to buy Hugging Face. NVIDIA is the company building most of the chips used in “AI” data centers and Hugging face runs probably the biggest repository for data sets and open weight “AI” models in the world (Hugging Face also offers inference but not at relevant rates and […]
I looked into CoreWeave and the abyss gazed back
The debt-laden AI compute company has been boosted by Nvidia.
OpenAI says its Jalapeño chip can power faster AI responses than the competition
OpenAI still isn’t giving up Nvidia chips, though.
How Sundar Pichai is rethinking Google for the AI era | Decoder
OpenAI strikes Reddit deal to train its AI on your posts
Reddit’s signed AI licensing deals with Google and OpenAI.
OpenAI, Google pushing new AI models easily tricked into making nudes, researchers say
Attack method exposes flaws in OpenAI, Google safeguards against AI nudes.
Google is its own worst enemy
In its bid to push AI, it’s destroying its products and trying to kill the web too
GGV Capital API-First Index
At GGV Capital, we are focused on finding the most promising developer-first software companies commercializing APIs, having already backed Agora, Authing, Pinwheel, Mindee and Stream. We are going all-in on API companies because they will fundamentally simplify software development. APIs will allow developers to offload lower-value and time-consuming components of application development so they can focus on higher-value work. For example, instead of a company asking its developers to spend months writing code to accept payments for its software, they can get up and running quickly with Stripe. For authentication, they can use Auth0. For chat, they can use Stream.We expect the use of APIs to continue growing exponentially in the next few years, and many promising companies are building with an API-first approach, including Algoia for search, Mux for video, and Commerce Layer for e-commerce. The public markets are also taking notice. Twilio and Agora are now publicly traded. Okta acquired Auth0 for $6.5B. SoFi acquired Galileo for $1.2B. We expect this trend to continue.2023 Q2 Update Highlights 1) Investment activity continues at a slower pace in Q22) Cohere raised one of the largest funding rounds of Q2 at $270M 3) Two additions to the API-First Index: Clerk & LibLab2023 Q1 Update Highlights1) Slower investment activity continues in Q1 2023 2) Stripe raised one of the largest funding rounds of 2023 at $6.5B3) Two additions to the API-First Index: Finch & SyncteraIn 2022, we tracked VC deal activity for 120+ API-first companies across categories. Find out what we learned:2022 Year in Review Report.GGV Capital is tracking 150+ API-first companies. We have now expanded the API-First Index to include the 60+ private companies that have raised $50M+ in funding. With this Index, we are focusing on API-first companies and have not included the broader and flourishing API economy (but are also very excited about this, having backed Kong and Tray.io!). If you are building API-first, we would love to meet you! Please contact us at apifirstindex@ggvc.com to be included in our list.
