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by lumost
500 days ago
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Anthropic’s ceo was predicting billion dollar training runs for 2025. Current training runs were likely in the tens/hundreds of millions of dollars USD. Inference capex costs are not a defensive moat as I can rent gpus and sell inference with linear scaling costs. A hypothetical 10 billion dollar training run on proprietary data was a massive moat. https://www.itpro.com/technology/artificial-intelligence/dol... |
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