Comment by tw1984
2 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.
2 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.
The moat is the compute.
The compute for training, or for inference?
Yes