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Are 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-bou
by scottyah 6mo ago
Are 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 6mo 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 6mo agoGoogle, Microsoft, and Amazon's business model include selling compute - SpaceX, not so much.
- signatoremo 6mo agoWhy not? They can sell what makes sense for them, like surplus capacity, especially when there are desperate buyers.
- scottyah 6mo 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 6mo agoAdd Lidl to your list.
- lmm 6mo 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 6mo 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.