[dgellow]

Their growth over the past months has been more than insane. It’s completely expected they don’t have the compute. You don’t have infinite data centers around

[taytus]

Like or not, openai isn't having the same compute strain, meaning this was predictable.

[dgellow]

Or that they were more likely to take risks. It’s not clear to me that what anthropic did is a mistake, they didn’t have the same level of capital and OpenAI is taking extreme risks with their compute commitment. It’s really not obvious that won’t backfire

[rogerrogerr]

Or, Anthropic has better models and is experiencing higher demand because of that.

Or, OpenAI was reckless in securing compute.