3 points | by Risse 5 hours ago
6 comments
Will Ford or Tesla start offering German cars?
Do you think there could exist a situation in the market where either Ford or Tesla will offer BMWs or Mercedes to their clients?
I think they have a compute shortage and this wouldn’t look very good to investors.
I think they have a moat shortage and this shouldn't look very good to investors.
sure, upon the successful launch of porcine aviation
I think a more likely scenario is Anthropic and OpenAI clients start using Chinese open source models directly.
Why pay more for a middleman if you can go directly to the source?
The problem for Anthropic and OpenAI is to devise some political scheme to stop them.
Can you explain why you think they would?
Will Ford or Tesla start offering German cars?
Do you think there could exist a situation in the market where either Ford or Tesla will offer BMWs or Mercedes to their clients?
I think they have a compute shortage and this wouldn’t look very good to investors.
I think they have a moat shortage and this shouldn't look very good to investors.
sure, upon the successful launch of porcine aviation
I think a more likely scenario is Anthropic and OpenAI clients start using Chinese open source models directly.
Why pay more for a middleman if you can go directly to the source?
The problem for Anthropic and OpenAI is to devise some political scheme to stop them.
Can you explain why you think they would?