Anthropic’s ceo was predicting billion dollar training runs for 2025. Current training runs were likely in the tens/hundreds of millions of dollars USD.
Inference capex costs are not a defensive moat as I can rent gpus and sell inference with linear scaling costs. A hypothetical 10 billion dollar training run on proprietary data was a massive moat.
Inference capex costs are not a defensive moat as I can rent gpus and sell inference with linear scaling costs. A hypothetical 10 billion dollar training run on proprietary data was a massive moat.
https://www.itpro.com/technology/artificial-intelligence/dol...