What's the chance that OpenAI winds down the Inference API business?

· Bits and Bobs 6/16/25
  • What's the chance that OpenAI winds down the Inference API business?[ix]
    • They could try to switch to an approach where the only way 3P's build on their platform is mainly by extending their 1P surfaces.
      • A classic aggregator play.
    • I imagine OpenAI wants to do that.
    • But can they pull that off?
      • If they tried, they'd hand off all the inference business to the other providers, who are just as good.
    • It would be an AOL-style move.
    • But the open ecosystem would surpass their closed system because there are high-quality platform alternatives that would allow an open ecosystem on top.

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