Super clearly written! This is saving me a lot of head scratching as to why OpenAI is so confident that it can build so many data centres. Thank you! I'll be using it as a reference point for any 'Is AI a bubble?' discussions
Thanks Greg. Very interesting. It highlight to me how dependent they are on having a near monopoly/first move advantage. If a cheap Chinese competitor comes along, so goodbye to that market share (without price cuts).
Super clearly written! This is saving me a lot of head scratching as to why OpenAI is so confident that it can build so many data centres. Thank you! I'll be using it as a reference point for any 'Is AI a bubble?' discussions
Thanks for the post, Greg!
"financed by revenue or date raised against revenue."
"debt", not "date"?
Heavens, how did that happen. Will fix, thanks!
I have one for you, it's called Anthropic.
Thanks Greg. Very interesting. It highlight to me how dependent they are on having a near monopoly/first move advantage. If a cheap Chinese competitor comes along, so goodbye to that market share (without price cuts).
https://open.substack.com/pub/pramodhmallipatna/p/ais-race-to-the-bottom-artificial