Blog post: https://www.dylandavis.net/2024/01/openais-2024-decline-a-value-prediction/

TLDR: This post discusses Chamath's prediction of a 2024 dip in OpenAI's value, focusing on industry trends like improved AI model quality, faster response times, and lower energy costs. It highlights the rise of efficient computing chips and the split between large foundational AI models and smaller, more efficient ones