251–260 of 367 posts
Earlier quoted context omitted.
I copy paste the transcript because sometimes youtube has blocked AIs from scrapping
Would YouTube really block Gemini? I thought summarizing (or asking questions about) YouTube videos was one of their advertised features.
Earlier quoted context omitted.
1) The situation you described would be covered under the contract between Anthropic and xAI, and that any violation of that would be subject to financial penalties and legal proceedings. The US has a robust corporate legal system, and disputes do get resolved through the court system, although in a slow and costly manner. The contract can stipulate a penalty at a high enough amount to discourage this behavior. 2) Ou…
> The US has a robust corporate legal system Thanks for the chuckle. ;)
Very possible Elon is doing this to make give Anthropic better chances against OAI while he attempts to reshape xAI. Also possible he sees infra as the future of xAI if he really believes in the value of space compute. Hard to see this any of this as anything other than a bearish sign for Grok though.
He believes in the value of the idea of “space compute” for attracting investors to SpaceX. But the existence of the idea of “space compute” as a better way to deploy datacenters (along with everything else Musk has claimed in the past decade) should give everyone pause as to the plausibility of literally everything else he says.
...the value of having others buy the idea of space computing. I don't think he himself believes in what he says.
Earlier quoted context omitted.
> xAI’s turbines produce meaningful local/regional pollution (especially NOx in a vulnerable area) but represent a rounding error nationally and globally. If you shoot someone in the face, it will produce a meaningful increase in local/regional murder, but represent a rounding error nationally and globally.
No one should drive any kind of vehicle because they cause accidents.
Come on, stop with the desperate false equivalencies.
Earlier quoted context omitted.
I see this as a huge warning sign. If a frontier ai lab is in this position of renting their own capacity, imagine how much overcapacity there is in the system. Outside of VC money, and circular financing, the only external money coming into ai are into open-ai, and anthropic via their subscriptions and APIs.
To the contrary - there’s so much demand that Dario needs Elon’s compute and is willing to pay premium month to month pricing for it.
OpenAI and Anthropic (and their investors!) are obviously also out on a limb here, both with deals in place to 10x their available compute (roughly 1GW -> 10GW) over next few years. Maybe these growth estimates are a bit more grounded, but they have all sorts of assumptions baked in. I still would not be surprised to see OpenAI self-implode, and to see Google and Microsoft as the eventual winners here.
Earlier quoted context omitted.
> The US has a robust corporate legal system Thanks for the chuckle. ;)
It does, though.
Earlier quoted context omitted.
The post you’re referring to doesn’t even include “89%” or “idle”. I’m not sure I understand the point you’re making then rebutting.
The original post of 11% is referring to leaked numbers about _MFU_, which has erroneously been re-reported as fraction of GPUs being used at all. The parent post is trying to correct this misconception.
Very possible Elon is doing this to make give Anthropic better chances against OAI while he attempts to reshape xAI. Also possible he sees infra as the future of xAI if he really believes in the value of space compute. Hard to see this any of this as anything other than a bearish sign for Grok though.
We could see the first company vertically integrated from etching to chip to data center
Earlier quoted context omitted.
can you elucidate what that advantage is, that isnt renting it out for the highest price to somebody that really needs it?
Well, other than your ability to turn that into cash by renting it out for the highest price to someone who needs it, you can promise prospective employees that are supposed to use that infra to train models that they won’t be compute starved. You can kick off more model training runs and experiments than your competitors. You can kick off a $1-2t IPO claiming you are going to capture a large portion of the largest T…
A rental deal, even at a premium price, actually makes great sense for Anthropic. Rather than building themselves, they are de-risked by renting instead, and they don't own the depreciating asset. They've also compute-starved X.ai as a potential competitor as a marginal added bonus.