Find XO: OpenAI Makes Its Own Chip, A Bottom Line on AI Cost for Founders to Rethink (cnbc.com)

- OpenAI has unveiled its first in-house inference chip, Jalapeno, which the company says outperforms existing GPUs in watt-per-performance and costs about half as much. - However, even if chip costs decrease, there is no guarantee the savings will go to domestic startups. - Since overseas model operators control pricing and access, the negotiation power gap may widen first. - Korean teams must rely on designs that allow model changes and assets built on domestic language, industries, and regulations.