Comment by nl
2 months ago
The point is that Anthropic is already a decent way into eating through all that capacity, and it's based on real revenue.
2 months ago
The point is that Anthropic is already a decent way into eating through all that capacity, and it's based on real revenue.
Some entities are paying for it, sure. I'm still not convinced that's because it's "needed".
True. No one "needs" the internet or computers, right?
People are getting real stuff done with the internet. But there were also a whole lot of overhyped companies that rightly crashed back in '99.
Once we've gone through the AI equivalent of the dot.com crash, will Anthropic still be scrambling for more capacity, or will they have more than they can profitably use, like the dark fiber we were left with last time?
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