RE: https://mastodon.social/@zackwhittaker/116795508582464798
Anthropic #NGMI ๐
RE: https://mastodon.social/@zackwhittaker/116795508582464798
Anthropic #NGMI ๐
OpenAI are not better than any other LLM, they have no price point, they have nothing to sell premium. There is literally nothing about them that cannot be replicated.
Anthropic are exactly the same. It might take a little longer for people to realize. #Doomed
SpaceX buying Cursor a complete nothing burger company for insane money is a tell about something.
Google on the other hand have 'cheap', fast LLMS. It's AI-lander. There can be only one.
RE: https://infosec.exchange/@sambowne/116369391572939001
lol ain't nobody buying this investment mag says these dubious download stats will help #OpenAI go public. ๐
uh oh RUN!
RE: https://ioc.exchange/@percepticon/116027064060331789
Google are planning on being the last one standing. 60:40 capex split, the bricks and mortar will still be there after 4-5 years, and the 60% burn goes (mostly) to their TPUs, with some to Jensen. The x2 cost saving combined with their scale means anthropic, openai are a. bad bets b. won't be able to compete even fully funded. Google can't lose. The rest are toast. #NGMI
@carnage4life AI closures and pivots will be up this year. When the dust settles and we look around for the AI companies who survived the Pop! and those who perished I really think #OpenAI are going to be the big one that didn't.
Nobody wants ads. Not even for a second. Not even for things they want lol. It leaves a gap for the quiet European or Chinese business just at it building value, instead of whining i.e. the eventual survivors who didn't lose $20bn.