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Nah. They're all rotten to the core, just in different ways. The key difference between xAI and Anthropic/OAI/Google is that xAI has the least-likely path to e
by verandaguy 2mo ago
Nah. They're all rotten to the core, just in different ways.
The key difference between xAI and Anthropic/OAI/Google is that xAI has the least-likely path to existing as viable business in a decade.
That said, the economics of the entire AI industry are kinda made up at this point, so who really knows; it's quite possible that the players with the best odds of surviving the crash are those that can draw funding from their parent company's other businesses.
- anonym29 2mo ago>The key difference between xAI and Anthropic/OAI/Google is that xAI has the least-likely path to existing as viable business in a decade. I don't know, renting out a fleet of GPUs at annualized rate of ~100% of the capex deployed to obtain said GPUs seems reasonably better than lighting hundreds of billions of dollars on fire in order to earn tens of billions of dollars.
- halfmatthalfcat 2mo agoThe GPUs that depreciate like gangbusters. Yeah, solid long term plan.
- tengbretson 2mo ago3090s are still selling at damn near their release MSRP.
- jdiff 2mo agoThey're not filling datacenters with 3090s. With the amount of headache and the amount of infrastructure needed to support those beasts, do they even have a resale price at all? Or just scrap value?
- timmmmmmay 2mo agoyou know you can just log onto eBay and see what the price of a used H100 is. nobody is stopping you
- jdiff 2mo agoWasn't thinking of H100s either. I spoke of infrastructure support, and I was being literal. A herd of GB200s needs a building built to stringent specifications to house them.
- trollbridge 2mo agoYes. Their resale price is in the same range as the cost of a new car. I'd buy one if I could, but they're too expensive for me.