[sirspacey]

Anthropic’s Claude 3.5 surpasses GPT-4o in a number of applied tasks, coding in particular.

The progress we’ve seen to date was powered by the ambitions and belief of NVIDIA and LLM companies.

Now, it’s head-to-head competition. It is way too early to call an impending slowdown.

Given how NVIDIA and Meta are leaning in on OSS, the next 18 months are going to be very interesting.

Even if fundamental progress slows, there are many, many secondary problems to solve in using the capabilities we have today that are rapidly improving. As someone deploying AI in business use cases daily, we are just now getting started.

I’d look to when NVIDIA starts to slow down on hardware as an early indicator of a plateau.

AWS is a commodity. When your commodity is compute, there’s a very large amount of growth available.