Anthropic’s ceo was predicting billion dollar training runs for 2025. Current training runs were likely in the tens/hundreds of millions of dollars USD. Infere

Anthropic’s ceo was predicting billion dollar training runs for 2025. Current training runs were likely in the tens/hundreds of millions of dollars USD. Inference capex costs are not a defensive moat as I can rent gpus and sell inference with linear scaling costs. A hypothetical 10 billion dollar training run on proprietary data was a massive moat. https://www.itpro.com/technology/artificial-intelligence/dollar100-billion-to-build-an-ai-model-anthropic-ceo-dario-amodei-predicts-soaring-ai-training-costs-but-models-will-become-far-more-powerful#:~:text=Amodei%20said%20AI%20training%20costs,sometime%20in%20the%20next%20year. https://www.itpro.com/technology/artificial-intelligence/dol...