> They have the scale in terms of hardware, but they likely don't have the infrastructure to experiment efficiently on this scale on LLMs specifically This rea

> They have the scale in terms of hardware, but they likely don't have the infrastructure to experiment efficiently on this scale on LLMs specifically This reads like wishful thinking, in the absence of a real moat. Do you think the hyperscalers who are buiding data centers as quickly as they can get permits do not have the infra scale to match OpenAI? Who do you suppose has been providing ever-increasing revenue to Nvidia these past few years? They didn't start doing ML experimentation when ChatGPT was announced. I agree that they aren't specifically giving LLMs all of their attention - their infrastructure still has to support existing, profitable products that bring in real revenue. I disagree that they can't experiment to the same scale.