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She has a point
(lemmy.nz)
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this post was submitted on 06 Sep 2026
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A bit exaggerated, but 70% of OpenAIs revenue is from a handful of enterprise customers. The other tech giants, spearheaded by Nvidia, are shifting their entire business model towards enterprise customers, which is largely why consumergrade hardware is incredibly expensive if not directly unobtainable.
But what are those companies doing with what they're buying in order to generate their revenue? Ultimately there has to be something that does something useful or enjoyable in and of itself (like food, or a video game), rather than something which is just instrumental for something else. And those useful/enjoyable things will only be profitable if you can sell them to a decent number of people.
You can replace your gamer consumers with corporate customers only if those corporate customers have someone to sell to.