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by bmurphy1976
65 days ago
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There's another piece of the puzzle. Dario has very clearly stated they are not taking the OpenAI approach of spending $trillion to scale right now and assume the money comes later. They are spending significantly less and working towards profitability sooner. That means they are going to be far more constrained infrastructurally than some of the competition. I think this is some of the constraints that we are seeing. |
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They don't have compute because they didn't play the game and get the good rates a couple of years ago, and are now forced to work with third-rate providers. That's not a strategy.
I would take everything he says with a huge grain of salt.
[0] “We’re buying a lot. We’re buying a hell of a lot. We’re buying an amount that’s comparable to what the biggest players in the game are buying.”
“Profitability is this kind of weird thing in this field. I don’t think in this field profitability is actually a measure of spending down versus investing in the business.”
[1] “You don’t just serve the current models and never train another model, because then you don’t have any demand because you’ll fall behind.”
So he's not spending so they can be profitable, AND spending as much as the biggest players are spending, AND not really looking at profit as a measure of anything? K.