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by tw1984 3 days ago
If that is the case, it means one thing only - US labs don't have moat whatsoever and their expectation to have trillion dollar valuation is just laughable.
1 comments
noosphr 3 days ago
The moat is the compute.
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trollbridge 3 days ago
The compute for training, or for inference?
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aae42 2 days ago
Yes
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