alt Hacker NewsAgree entirely but that's the point, if it's a margin knife-fight with marginal product differentiation/pricing power nobody is going to be making bank.
Agree entirely but that's the point, if it's a margin knife-fight with marginal product differentiation/pricing power nobody is going to be making bank.
But I will require massive amount of capital. And if one of the leaders is temporarily in a bad position financially (and OpenAI and Anthropic have massive amount of debt), they can't buy more gpus anymore and may fold very quickly. Then only one may survive, although I suppose antitrust legislation could work against that.