The counter argument, saying that it’s likely going to be Google, appears in the latest Acquired.fm podcast. They’re the only AI lab with their own silicon. E

The counter argument, saying that it’s likely going to be Google, appears in the latest Acquired.fm podcast. They’re the only AI lab with their own silicon. Edit: they didn’t say “likely,” they just marveled at the talent + data + TPU + global data centers + not needing external investment. If I recall correctly, their theory was that google could deliver tokens cheaper than anyone else.