[awbvious]

" At present, there are no other major purchasers of AI compute outside of NVIDIA, hyperscalers (who are selling it to Anthropic and OpenAI, or they’re Meta, which has no AI strategy), OpenAI, and Anthropic. None. I can’t find a single one outside of Jane Street spending more than a few hundred million. We need a few hundred billion. " https://www.wheresyoured.at/ai-is-slowing-down/

The one non-circular-financing entity that is heavily spending on AI, is interested in you knowing how wisely they think they are spending their money.

Jane Street isn't one to telegraph their moves (seems like they prefer to Telegram them privately https://protos.com/what-weve-learned-from-terraform-labs-unr... , so not only Jump Crypto felt fine letting everyone believe the ponzi, per these allegations it seems Jane Street did too). If Jane Street is spending the most, and their staff is supposedly high value pay/profit but low headcount, for all the end user knows, their "AI agent" is half chat bot / half software engineer with 20 years experience who checks each result before sending it. Literally the Mechanical Turk scam of hundreds of years ago, where a midget hides in the stand and moves the chess pieces--with shades of Amazon Fresh self checkout. Maybe the higher ups at Jane Street know this, maybe not. But unless they have a closed system that Anthropic can't get into, I would be suspicious. And, of course, they aren't /that/ free from the circular financing because they are a major investor of Anthropic. To me the fact that the blog post doesn't start with a disclosure doesn't seem like a misstep/accident. And if they find out they are being Mechanical-Turked, I think it far more likely they'll find some way of shorting before telling anyone, or they won't tell anyone.