[verandaguy]

Nah. They're all rotten to the core, just in different ways.

The key difference between xAI and Anthropic/OAI/Google is that xAI has the least-likely path to existing as viable business in a decade.

That said, the economics of the entire AI industry are kinda made up at this point, so who really knows; it's quite possible that the players with the best odds of surviving the crash are those that can draw funding from their parent company's other businesses.

[anonym29]

>The key difference between xAI and Anthropic/OAI/Google is that xAI has the least-likely path to existing as viable business in a decade.

I don't know, renting out a fleet of GPUs at annualized rate of ~100% of the capex deployed to obtain said GPUs seems reasonably better than lighting hundreds of billions of dollars on fire in order to earn tens of billions of dollars.

[halfmatthalfcat]

The GPUs that depreciate like gangbusters. Yeah, solid long term plan.

[tengbretson]

3090s are still selling at damn near their release MSRP.

[jdiff]

They're not filling datacenters with 3090s. With the amount of headache and the amount of infrastructure needed to support those beasts, do they even have a resale price at all? Or just scrap value?

[trollbridge]

Yes. Their resale price is in the same range as the cost of a new car. I'd buy one if I could, but they're too expensive for me.

[timmmmmmay]

you know you can just log onto eBay and see what the price of a used H100 is. nobody is stopping you

[jdiff]

Wasn't thinking of H100s either. I spoke of infrastructure support, and I was being literal. A herd of GB200s needs a building built to stringent specifications to house them.