OpenAI's India office will change everything. But not how you think. Here's what the headlines missed... - India = OpenAI's 2nd largest market globally - ChatGPT users grew 4X in just 1 year - Largest student population using ChatGPT worldwide - Top 5 developer market for OpenAI - Government backing: $1.2 billion IndiaAI Mission But here's what they're NOT telling you... Most people see this as "another tech giant opens Indian office." WRONG. This is OpenAI's SURVIVAL strategy. While everyone's fighting for Silicon Valley talent, OpenAI just secured access to: - 1.4 billion potential users - World's largest English-speaking developer pool - Government that's throwing $1.2 billion at AI adoption That ₹399/month ChatGPT Go plan? Don't think discount. Think VOLUME PLAY. Here's the math, → US ChatGPT Plus: $20/month = ₹1,680 → India ChatGPT Go: ₹399/month → 4X cheaper = 10X more users potential PLUS, Economics are broken - Silicon Valley engineer: $200K+ - Delhi AI engineer: $20K-40K - Same output, 5X lower costs Sam Altman isn't just opening an office. He's building the world's largest AI training ground. Indian students + developers + massive data = OpenAI's next competitive moat. Total addressable market: - China: Blocked - Europe: Regulated to death - India: Open + Government backing + Massive scale The work has just begun!
There is more to that changing immigration laws have got corporate in US worried, so why not hire Indian talent within India. But we should not always compare someone's step 20 with our step1. China and US were already technologically advance nation. India is just reaching in world's top economies, but reason to reach there is no silicon valley, but probably boost in defense sector and agri sector. India has also started tech initiatives and in few years can catch with other economies if we really focus. So a we might find a ChatGPT alternative also if we can have Brahmos.
Very good insight and great point of view.
Wow
I agree that he has tapped a very large market to get data and most likely he will get it a fractional cost compared to what he can do it to get the data from other countries.
I also mentioned something similar in my post, as US government tightening visa norms and pushing for US citizens hiring in corporates, more and more companies will be seen opening office in India for search of cost effective talent that works harder performs better.
Perhaps Bengaluru and Mumbai are becoming expensive to start companies
This are those people who'd say when Elon musk opens an factory here for tesla would also be a wrong decision? He could have also gone to China
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