Comment by dmitrygr
2 days ago
So is anyone with more than two brain cells to rub together. What does Anthropic have that MyNewAi Co doesn't? Open models are not bad, and anyone can pay google for GPU rent.
2 days ago
So is anyone with more than two brain cells to rub together. What does Anthropic have that MyNewAi Co doesn't? Open models are not bad, and anyone can pay google for GPU rent.
distribution, a foothold in the enterprise, market share, brand recognition, ...
none of these are moats. And OAI is right on their heels.
Microsoft and AWS both have that. They can serve good enough open weights models and own more of the value chain.
They do not have Claude. I use Pi and other harnesses, but it's not the same.
Microsoft has already proven that they do not have the software chops to deliver this. Even if they had the right product managers and UI experts, MS management would torpedo the project and ensure that it gets zero adoption.
And AWS has zero software capability in that regard.
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and how much is gpu rent?
Ask anthropic, its right in their balance sheet in the s1
And anyone with 3 can also see another trend. The hardware required for inference is rapidly falling. It's all following what happened with text-to-image image gen stuff almost to a t. It started out requiring super computing clusters, and now a days you can do high performance image gen on any plain old computer. I think within a few years we're going to be running frontier level models on a basic mid-range gaming hardware. You can already run quantized frontier level models on $1600 tier cards at high performance.
Seeing this bubble play out in real time is the most surreal thing. It's like watching a train wreck play out at a speed of a few inches per day. Like come on, just get off the track FFS.
Yes and this year is the year of linux on desktop
Except the plummet has already happened and continues to happen. As mentioned, you can run quantized frontier tier models on cards with a $1600 MSRP. So your comment would be like stating that this year is the year of Linux on desktop if Linux had already gone from 0.01% to 20% marketshare in a few years. At which point that would indeed be quite the reasonable prediction!
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> anyone can pay google for GPU rent.
Have you tried requesting GPU instances on Gcloud without being associated with a major institution? Yeah, good luck.