Comment by verandaguy
5 hours ago
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.
>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.
The GPUs that depreciate like gangbusters. Yeah, solid long term plan.
3090s are still selling at damn near their release MSRP.
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