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I feel like this is where the heavyweights are really going to start throwing their weight around and basically drive the smaller startups out of town. Can you
by mattlondon 1y ago
I feel like this is where the heavyweights are really going to start throwing their weight around and basically drive the smaller startups out of town.
Can you really ever compete when you are renting someone else's GPUs?
Can you really ever compete when you are going up against custom silicon built and deployed at scale to run inference at scale (i.e. TPUs built to run Gemini and deployed by the tens-of-thousands in data centers around the globe)?
Meta and Google have deep pockets and massive existing world-class infrastructure (at least for Google, Meta probably runs their php Facebook thing on a few VPS dotted around in some random colos /s ) . They've literally written the book on this.
It remains to be seen how much more money OpenAI can burn, but we've started to see how much Anthropic can burn if nothing else.