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Looks like Musk could easily leapfrog OpenAI, Anthropic, and the rest. He was given all the money he needs to catch up and then some. It doesn't look like ther
by echelon 2y ago
Looks like Musk could easily leapfrog OpenAI, Anthropic, and the rest. He was given all the money he needs to catch up and then some.
It doesn't look like there are any moats to speak of.
- deleted 2y ago[deleted]
- Havoc 2y ago>Looks like Musk could easily leapfrog OpenAI, Anthropic, and the rest. With a 100k GPUs? I think not. Nvidia shipped 150k+ to both meta and MS each JUST in 2023: https://www.statista.com/statistics/1446564/nvidia-h100-gpu-shipments-by-customer/ https://www.statista.com/statistics/1446564/nvidia-h100-gpu-... Certainly puts him in the running though
- rbanffy 2y agoThey also have the Dojo wafer-scale chips. A different process from the Cerebras one - this is more like a wafer sized interposer with large chipsets. Still pretty cool.