OpenAI, NVIDIA And Anthropic Just Split. Here's How I'd Spend $20, $60 Or $200.

OpenAI's Jalapeño chip, the Cursor cutoff, and Jensen Huang's answer on NVIDIA's earnings call reveal three different plans for controlling AI. I break down how the OpenAI, NVIDIA, and Anthropic camps actually work, and how I spend $20, $60, or $200 a month without letting one provider hold my memory and my files. Full post with the Provider Independence Audit + Guide: https://natesnewsletter.substack.com/p/switch-ai-providers?r=1z4sm5&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true My Links 🔗 👉🏻 Newsletter: https://natesnewsletter.substack.com/ 👉🏻 X: https://x.com/natebjones 👉🏻 TikTok: https://www.tiktok.com/@nate.b.jones 👉🏻 Instagram: https://www.instagram.com/nate.b.jones What's really happening inside the fight between OpenAI, NVIDIA, and Anthropic? The common story is that this is a race to the best model, but the real question is who controls the system around the intelligence. In this video, I share the inside scoop on how the three AI camps are forming and what that means for the money you spend: - Why OpenAI built Jalapeño and what it does not replace - How the Cursor cutoff shows a model can vanish from your tool - What NVIDIA sells that keeps every camp dependent on it - Where I put my $20, $60, and $200 without losing my memory The camps are still forming, which makes this a good moment to keep your own work portable enough to move when they shift. Chapters: 00:00 Three camps forming in AI 00:29 What I can actually control 01:39 Why Jalapeño matters for OpenAI 02:01 The benchmark numbers OpenAI published 03:29 CUDA and the software problem 04:19 The loop OpenAI wants to own 05:19 OpenAI cuts off Cursor 06:42 NVIDIA sells to everybody 08:28 Anthropic keeps its options open 10:43 Why I use Open Brain 11:48 What I would buy at 20, 60, and 200 15:31 If your main model disappeared Listen to this video as a podcast. Spotify: https://open.spotify.com/show/0gkFdjd1wptEKJKLu9LbZ4 Apple Podcasts: https://podcasts.apple.com/us/podcast/ai-news-strategy-daily-with-nate-b-jones/id1877109372