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> I'm sure they have nothing to rival this on a price/performance basis and have already given up on that How can you be sure about this? They have unbelievabl
by tyre 2mo ago
> I'm sure they have nothing to rival this on a price/performance basis and have already given up on that
How can you be sure about this? They have unbelievable capital. OpenAI is starting to preview its own chips, which could dramatically change the price/performance. We don't know what else Anthropic has cooked up right now that could rival this if they wanted to.
Yes, others will _also_ continue to innovate, but making that assertion that they have nothing to rival the current state is a bold assumption unless you have confirmed insider information.
- martinwright 2mo agow.r.t. the OAI chips, wouldn't they be subject to the same bottlenecks that has plagued semis lately or at least be forced to pay a pretty premium to circumvent that?
- JacobAsmuth 2mo agoThey'll be able to buy them without paying NVidia's 80% profit margin
- brainwad 2mo agoHow much of that margin is due to having long term contracts with fabs that locked in pre-boom prices? I doubt openai will be able to get similarly low costs now.
- tw1984 2mo ago> They have unbelievable capital. all those Chinese labs are backed by the Chinese government which can just print money. time to wake up.
- embedding-shape 2mo ago> the Chinese government which can just print money I'm gonna let you in on a secret: it works the same in most countries in the world.