Recently, venture capitalist Vinod Khosla has been in the spotlight for a controversial statement he made on social media. He claimed that “100% of AI unicorns are built on OpenAI of API This statement immediately triggered strong opposition and doubts from netizens, and many people expressed dissatisfaction with it.
Netizens commented that Khosla's remarks were exaggerated. One user said, "The future 70% AI unicorns are turning to Claude," while others directly retorted, "Are you saying that Anthropic is also a package of OpenAI?" In addition, netizens also mentioned some other AI models, such as Mistral and Meta's Llama.
One user even used the electric car market as an analogy, saying that this is like saying that all electric cars are Teslas. While OpenAI's API is indeed a powerful tool, it doesn't seem accurate to attribute all AI unicorns to it.
In fact, many AI unicorns have leveraged the generative AI technology developed by OpenAI but are not entirely dependent on its API. For example, companies like Anthropic and Adept have both achieved unicorn status, but they are not entirely dependent on OpenAI’s technology.
More importantly, AI unicorns that focus on diverse applications such as big data analysis, autonomous driving, and face recognition may not need to use OpenAI's API directly. Therefore, Khosla's remarks sparked discussions among many industry insiders, and many people believed that he should express his views more accurately.
Khosla's comments come at a time when OpenAI's AI safety team is experiencing a "mass exodus". According to anonymous sources, key members of the team have resigned due to a loss of confidence in the company's leadership. Last month, it was also reported that OpenAI's valuation continued to climb, reaching $100 billion, and tech giants such as Apple and Nvidia were actively seeking to invest in the company.
Against this backdrop, OpenAI CEO Sam Altman also plans to shift focus to its AI infrastructure projects, which are expected to invest "tens of billions of dollars."