2 ms·
If they are banning a large part of their current and future market, with competitors serving the space, how does it not affect their bottom line?
by hackernewds 11mo ago
If they are banning a large part of their current and future market, with competitors serving the space, how does it not affect their bottom line?
- BoorishBears 11mo agoMost competitors can't successfully serve kids yet. These kids hammer H100s for 30+ hours a week but will revolt at ads or the idea of paying money. C.ai probably only exists at its current size because Noam had access cheap access to TPUs and people who can scale inference on them at the earliest stages of their growth (and obviously because he could raise with his pedigree, but looking at things others deal with) Eventually if the unit economics start to work they can always roll this back, but I think people are underestimating how much of a positive this is for them