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by netcan
68 days ago
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Anthropic generally seem more into living within market discipline and market signals of some sort. Products with margins, even if it's sort of irrelevant considering R&D costs and capital inflow. That said, there's nothing like the real thing. The risk is something like the railroad bubble and the dotcom. Over-investement, circular revenue and a timeline that doesn't work. Or, maybe it'll work out. |
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This as it turned out was not true for rail roads - more and more rail roads isnt a good thing.
The real dilemma facing the model producers is that all this money invested for a general model, targeting general intelligence, is a disaster and essentially the investment into existing assets is a write off. Then on top of that if this is true, youve got data centres full of compute that aren't being used up.