[aurareturn]

They likely entered the same compute constraint scenario as Anthropic.

IE. They had 100 compute units. Demand is 200 units. They have to do a combination of buying more compute, increasing price, lowering limits, etc.

[cyanydeez]

capitalism convinced you that line goes up unless you dont let it eat all the resources.

[GorbachevyChase]

Yes, Cuba definitely doesn’t have such wild delusions to the benefit of its residents.

Please stop. Critical theory is easy. Something about “X” sucks. Got it. What is the alternative? It’s the completely unserious philosophy of the peanut gallery.

[eiekek11]

Bunch of nonsense.

If that is true then they should all invest resources into projects that will yield efficient use of the compute. The most efficient producer then gains a huge cost advantage AND capacity to serve more… so yeah.. that logic doesn’t hold.

[jere]

You mean the company that just doubled their rate limits? https://www.anthropic.com/news/higher-limits-spacex

[NitpickLawyer]

They only did that after they "found" ~300k H100 equivalent compute. Before signing that deal they were severely compute constrained. Especially visible when EU tz was still active and US east would wake up.

[jere]

I don't disagree. It's just a weird way to describe them currently when they just announced massively increasing limits.

[aurareturn]

Anthropic hasn't solved their compute constraint issue. Colossus just makes it a little easier.