Comment by andrewstuart

AI companies are racing to win the future of computing.

They are possibly in a winner take all death race against each other.

The stakes are so high that these cash rich companies cannot afford not to throw everything they have into this.

The sunk costs are irrelevant when it’s a question of survival.

Whether you hate or love AI computing is being completely reinvented - at the absolute core of this is computers programming computers.

Anthropic is winning this race by a country mile right now.

This is such an important future bet for these companies that the trillions must be spent because there’s no future or a greatly diminished future for some of them unless they have ownership of the technology.