4 ms·
I see it more of lets make money off the hardware we are not using anymore. From Elon on X: ... After that, I was ok leasing Colossus 1 to Anthropic, as SpaceX
by BrianGragg 5mo ago
I see it more of lets make money off the hardware we are not using anymore.
From Elon on X:
...
After that, I was ok leasing Colossus 1 to Anthropic, as SpaceXAI had already moved training to Colossus 2.
https://x.com/elonmusk/status/2052069691372478511 https://x.com/elonmusk/status/2052069691372478511
- philipwhiuk 5mo agoBut like... most companies are so short of GPUs they'd run it on anything. SpaceXAI not needing the compute is not really a good sign imo.
- scottyah 5mo agoAre you worried about Google too? They're selling compute. Same with Microsoft, and Amazon. As far as I know Anthropic is really the only one that's compute-bound.
- dzhiurgis 5mo ago> As far as I know Anthropic is really the only one that's compute-bound. I use gemini models daily. Jetbrains tells me when they are overloaded and switches to alternative (usually to openai which turns everything to shit). I'd say happens about fortnightly. It's a good litmus and forecaster for AI demand and I wish we had more visibility.
- fhn 5mo agoGoogle, Microsoft, and Amazon's business model include selling compute - SpaceX, not so much.
- signatoremo 5mo agoWhy not? They can sell what makes sense for them, like surplus capacity, especially when there are desperate buyers.
- scottyah 5mo agoAmazon is a bookseller and Google is just a web indexer. GCP didn't even open it's preview until 2008. Not sure why you think a business model is in any way a static thing.
- skinfaxi 5mo agoAdd Lidl to your list.
- lmm 5mo agoAmazon is a compute specialist, their competitive advantage is in the compute business. And conversely they're not really trying to play in the AI business, so it's not at all suspicious that they don't want to use all their compute themselves. I am worried about Google and Microsoft, yes.
- scottyah 5mo agoAmazon tries to make money at pretty much everything they can. They are investing a LOT in AI even if it's not a consumer-facing chatbot.