The next 12 months will see OAI and Anthropic spiral into into increasingly hyperbolic PR stunts, manufactured benchmarks and underhanded attempts at regulatory captures
I'm sure they have nothing to rival this on a price/performance basis and have already given up on that
> I'm sure they have nothing to rival this on a price/performance basis and have already given up on that
How can you be sure about this? They have unbelievable capital. OpenAI is starting to preview its own chips, which could dramatically change the price/performance. We don't know what else Anthropic has cooked up right now that could rival this if they wanted to.
Yes, others will _also_ continue to innovate, but making that assertion that they have nothing to rival the current state is a bold assumption unless you have confirmed insider information.
w.r.t. the OAI chips, wouldn't they be subject to the same bottlenecks that has plagued semis lately or at least be forced to pay a pretty premium to circumvent that?
How much of that margin is due to having long term contracts with fabs that locked in pre-boom prices? I doubt openai will be able to get similarly low costs now.
I'm sure they have nothing to rival this on a price/performance basis and have already given up on that