combilabs

3 ms·

1. 1.▲
   by combilabs 2mo ago

   Can you point to a lot of posts lauding the Chinese government based on the release of Chinese open models? Because that would be the equivalent to contrast with the OP.
2. 2.▲
   by combilabs 3mo ago

   >They'd sell the contracts for some of that compute to the fifty other companies desperate for it. And if OpenAI were an isolated case, that might be all there is to it. But the whole point of the article is that it isn't isola
3. 3.▲
   by combilabs 3mo ago

   The article addresses the mechanism in the "How It Breaks" section. The problem lies in the interconnected contracts, not debt financing. If OpenAI cannot get new financing, it will have to cut costs, and one of its big costs ar
4. 4.▲
   by combilabs 3mo ago

   I expect you would find that companies that historically invest more in R&D or cap-ex tend to hire more in the following two years, regardless of the form of that investment. It doesn't look like the paper made any effort to contro
5. 5.▲
   by combilabs 3mo ago

   I actually see this as an indicator that they still feel they can comfortably raise in the private market. If they tried to rush an IPO into an indifferent public market it would look worse, in my opinion. I'm not saying they're i