Comment by mohamedkoubaa
3 hours ago
They would recover the training cost eventually if they stop training, but they have all that CapEx that they can't flood the market with without another high volume buyer. Look for a huge push for another use-case of high end compute that coincides with a pause on frontier models.
> They would recover the training cost eventually if they stop training
"if they stop training" is exactly the point I'm making. They can't stop training if the competition is still training.
It's a very astute point and is the most plausible explanation for the push for a moratorium