> I'm sure they have nothing to rival this on a price/performance basis and have already given up on that
replyHow can you be sure about this? They have unbelievable capital. OpenAI is starting to preview its own chips, which could dramatically change the price/performance. We don't know what else Anthropic has cooked up right now that could rival this if they wanted to.
Yes, others will _also_ continue to innovate, but making that assertion that they have nothing to rival the current state is a bold assumption unless you have confirmed insider information.
w.r.t. the OAI chips, wouldn't they be subject to the same bottlenecks that has plagued semis lately or at least be forced to pay a pretty premium to circumvent that?
replyThey'll be able to buy them without paying NVidia's 80% profit margin
reply> They have unbelievable capital.
replyall those Chinese labs are backed by the Chinese government which can just print money.
time to wake up.
They are still industry leaders. They'll have to try to maintain that.
replyThey have like a 3 month lead, and it takes unbelievable expenditure to maintain it.
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