491–500 of 620 posts
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GPT-4 came out 3 years ago and you can run comparable models for 1% of the cost nowadays. That is not 2x efficiency. That's two orders of magnitude in end-to-end compute efficiency.
How do we know how much it costs? Or is this just based off the token pricing?
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I've subscribed to a few AI tools for the last 3 years now. I'm someone who almost never subscribes to anything. I'm sure that $50b has my money in there somewhere.
Yep same, I'd sooner starve than cut my Anthropic sub
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It’s legal because both sides have armies of lawyers and are voluntarily entering into contracts where each party gets consideration. How someone can compare the above situation to a person getting a payday loan to put a roof over their head or food on their plate is beyond me. The “it’s like ” is a tired trope.
Come on, calling a round of vendor financing (which is what the NVIDIA money is) "funding" is eggregiously misleading. The only new money entering the sector from this is SoftBank's stake.
Might be a stupid gamble, but it's not akin to a loan shark shaking down a hungry, cold person for life's essentials.
- Anthropic owes to AWS for their enterprise growth. Yes, their own talent as well.
- AWS investing for a purpose - solving problems with multi-agent systems - "exclusive third-party cloud distribution provider for OpenAI Frontier, which enables organizations to build, deploy, and manage teams of AI agents.". I think the multi-agent landscape will be production-ready in 2026 for solving really complex problems. AWS saw something in Codex and OpenAI's models.
- On Circular investments - if you make $100B of your revenue from ecosystem of players who spend $50B on your infra... where else would you go?
I work for another cloud provider, not AWS.
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I think you’re just describing how it’s circular. It’s like Toys R Us not having enough money to pay Mattel for Barbie dolls and telling Mattel they can have partial ownership of the company if they just supply them with some more toys. But the problem is that Toys R Us is spending $15, 20, or maybe even $50 (who knows?) to sell a $10 toy. Toys R Us continues selling toys faster and faster despite a lack of profit, m…
OK, so absolutely good faith here what is the end game? Obviously, there’s a scenario of super power AI and then it’s a matter of continuing course. Electricity and silicon. What if you are right, and the scaling doesn’t work. It is too much power, time, hardware to improve… does openAI fold? Do they just actual use the models they have? Does everyone just decide that AI didn’t work and go back 5 years like it didn’t…
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I don't think they are going to collapse. But it was only a couple of years ago that many people thought OpenAI had a big (some thought insurmountable) lead in a race to dominate a winner take all markee. Some people did correctly state that OpenAI had no moat in those days so credit there where it's due. Now it's looking like a competitive blood bath where ever increasing levels of investment is needed just to main…
A competitive bloodbath plus OpenAI has investment valuing it like it will achieve agi rather than (merely) being a huge advancement in computing, but not a fundamental rewriting of how all work is done.
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If OpenAI folded, you’d have the one LLM company that consumers know suddenly gone. Which seems like the opposite of an AI success story. People will start looking at valuations more carefully. Investors will get jittery. Spending on GPUs will drop, as will NVidia’s stock price. I’m not sure that NVidia views OpenAI as replaceable.
If OAI folded, there would also be a sudden tsunami of recent Nvidia hardware on the used market.
> Amazon will start with an initial $15 billion investment, followed by another $35 billion in the coming months when certain conditions are met. Those conditions are an IPO or reaching AGI [1]. Nvidia and SofBank will pay in installments. Also very interesting that Microsoft decided to not invest in this round. A PR statement was made though [2]. [1] https://americanbazaaronline.com/2026/02/26/amazon-to-invest... [2…
Has OpenAI laid out the specific definition of what an AGI is for this case? The one from their mission is quite vague and the general community has nothing close to a universal common definition... which means they will most likely just define it as what they already have when the timing is right.
AGI is an IPO.