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
proud+practicing necrophile!!