The US is winning the AI race where it matters most: commercialization
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Re: The US is winning the AI race where it matters most: commercialization
#2One interesting thing that Anthropic did was putting their stack on the various cloud providers, I wonder if they'll put it on GCP and Azure next since they've put it into AWS first at a level we have not seen a major AI provider do to date. Your company can have their own Claude stack just like an ELK stack on your cloud, if they can do this for both Azure and GCP then OpenAI has to really catch up.
In my eyes I would rather use the AI I can run on my own paid infrastructure, so if there's an outage its isolated, or I could potentially have a different region / DC to fallback on.
I'm still surprised that neither Microsoft nor Amazon have made their own models available on their cloud offerings. I guess Microsoft probably does have Phi on there, but it's not front and center, especially with something like Copilot for Devs (seriously Microsoft rebrand that damn thing to be clear what you mean by Copilot!) where they could use the cheaper compute by using something like Phi.
Re: The US is winning the AI race where it matters most: commercialization
#3Hopefully it's a race worth winning and not a race to global disaster.
Re: The US is winning the AI race where it matters most: commercialization
#4"Methinks the lady doth protest too much"
Re: The US is winning the AI race where it matters most: commercialization
#5I feel like the much simpler explanation is that the US is winning because it's dumping the most money into it. By a very large margin.
Re: The US is winning the AI race where it matters most: commercialization
#6The whole country? Really?
Re: The US is winning the AI race where it matters most: commercialization
#7Article title: “The US is winning the AI Race”
Article content: “The US are capitalizing on AI the best”
A lot of assumptions there that no one can actually verify as true right now. If commercialization into rent-seeking SaaS landscapes is the endgame, then yeah, the US is winning the AI race. If individualization, local LLMs, and consumer hardware are the endgame, China is winning the AI race. If it’s something entirely different - if LLMs are the wall and research is what grants the next breakthrough, or if compute and memory requirements take a dive, or whatever; then we have no idea who’s winning the race because that stuff is mostly happening behind closed doors.
Re: The US is winning the AI race where it matters most: commercialization
#8I feel like the much simpler explanation is that the US is winning because it's dumping the most money into it. By a very large margin.
...printing the most money into it. The circular IOUs amongst the AI and hyperscalars are a form of debt, i.e. money creation. Don't get me wrong, a whole lot of other dollars are going in too, but investing money that doesn't exist is a massive risk always.
Re: The US is winning the AI race where it matters most: commercialization
#9Yes, and it's doing so primarily because of immigrant nerds, H1B's and F1 bros who chose America and may not have this avenue in the future. Potentially, making this the last race USA wins.
Re: The US is winning the AI race where it matters most: commercialization
#10I feel like the title of this post should have "for now" appended.