alt Hacker NewsThis. OpenAI and Anthropic are ultimately compute infrastructure plays and not really AI. Everyone will have models, they'll have the ability to run them. This is why the GPU shortage is in their favor.
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How does that view align with Anthropic leasing data centers from others?
I don’t know OpenAI’s infra, but to the extent they are buying GPUs and building data centers with their own money, that sounds like a bad move.
Satya has mismanaged the AI transition in many ways, but one thing he got right is that models are commodities, and the value is in applications that apply them to create user benefit. I agree that any company trying to build a moat with a model is not long for this world.
Do you think there will still be an incentive to release weights in that scenario? Everyone will have models only if there continue to be companies releasing weights.
Maybe. But if we can all run our own model locally in 2 years on commodity hardware OpenAI and Anthropic will start to look like WeWork during the pandemic
And like Google and Meta, these companies are going to morph into advertising giants. Advertising is an economic black hole and it eats everything that comes close.