credit_guy

11 ms·

1.
by credit_guy 4d ago
And how does an IPO address that?
2.
by credit_guy 4d ago
I don't think Anthropic and OpenAI will IPO at all. Word is that Anthropic will have $100 BN in revenues this year, and very likely OpenAI will get some similar amount. You IPO when you need money, and I think Anthropic and OpenAI are
3.
by credit_guy 8d ago
The internal model they mention is different from Astra.
4.
by credit_guy 12d ago
Why would they not? The cost to do that is 0.000001% of whatever numbers they usually work with. The upside is that it creates a community of hobbyists, most of whom will us (consummer grade) Nvidia GPUs. Which are not a significant source
5.
by credit_guy 15d ago
Elizabeth Warren is a US senator. Never received any jail time, nor is anyone thinking that she will, ever.
6.
by credit_guy 20d ago
The 1 and 2 you listed can be summarized as client buys Nvidia GPUs with equity instead of cash. Clients like Anthropic or OpenAI are not exactly flush with cash right now, so such sn arrangement makes sense. Plus, it reduces Nvidia’s incen
7.
by credit_guy 1mo ago
Wealth is not a terrible measure of good life. "Money does not bring happiness" is a trope that rich people would like poor people to believe. I don't think poor people fall for it, though.
8.
by credit_guy 1mo ago
I don’t think you need an additional law for that, I think the current laws cover this already. > If the HF hack were perpetrated by a human, they would certainly be charged. WHY has no one been charged??? I don’t think a crime was commi
9.
by credit_guy 1mo ago
The title does not follow from the stated facts. At most one could say that the US Army has used "virtually all" of its long-range munitions. But the war in Iran is mainly prosecuted by the US Air Force and the US Navy, not by the
10.
by credit_guy 1mo ago
I seriously doubt that. Here's why: > The agreement also requires OpenAI to train its personnel on the INA’s anti-discrimination requirements, revise its employment policies, and be subject to departmental monitoring and reporting r
11.
by credit_guy 1mo ago
They have 2 moats. The first is the compute. OpenAI and Anthropic secured huge amounts of compute, Google, Meta and xAI have their own huge datacenters. Now anyone can rent some cloud machines and start serving Kimi K3, but it's going
12.
by credit_guy 2mo ago
Weak yen is low, strong yen is high.
13.
by credit_guy 2mo ago
The cost you are quoting is the one for the cleanup for nuclear weapons, not for civilian reactors.
14.
by credit_guy 2mo ago
I'm one of those proponents. Like many proponents, I'm not claiming the problem does not exist. I do think it is minor, although not insignificant. But I think you (and in general nuclear opponents) claim that the problem is not o
15.
by credit_guy 2mo ago
> When they [the hyperscalers] sell capacity in their data centers to AI service providers such as OpenAI and Anthropic PBC, these customer contracts typically last several years, meaning their spending pledges are backed by expected rev
16.
by credit_guy 2mo ago
For those who don't have access to ft.com, here's a link with the time series of the SPR from the EIA: https://www.eia.gov/dnav/pet/hist/LeafHandler.ashx?n=PET&s=W...
17.
by credit_guy 2mo ago
Yes, that's how I read Amodei's post. Imagine Kimi K4 will be as powerful as Mythos. Anthropic can work for months and months to set up guardrails on Mythos, so when the model is finally released, it will generally decline to help
18.
by credit_guy 2mo ago
Ok. What's your stance on gun ownership then? And by gun, I mean naval guns.
19.
by credit_guy 2mo ago
I know it's unpopular, or unfashionable, but I agree with this letter. LLMs are becoming so powerful that they are dangerous. We've seen last week with the OpenAI hacking (by mistake) Hugging Face debacle. It is absolutely ok to h
20.
by credit_guy 2mo ago
Those could be subsequent developments, but that's not what the linked transcript was about. The transcript was a discussion of the DeepSeek founder (Liang Wenfeng) with investors, and he does not mention any leaks, or any frustration
21.
by credit_guy 2mo ago
I think the way to parse the current title "DeepSeek pause fundraise after comments on compute gap to US leaked (transcript) [pdf]" is that there was a leak that DeepSeek will pause fundraising because they perceive there is a com
22.
by credit_guy 2mo ago
If you see the long 3rd paragraph twice, know that you are not alone.
23.
by credit_guy 2mo ago
My guess is they used the other Anthropic models extensively for synthetic data generation. The top most similar models for K3 are (lower means more similar) Fable 5 -> 0.42 Opus 4.8 -> 0.45 Sonnet 5 -> 0.45 Opus 4.7 -> 0.46 Gro
24.
by credit_guy 2mo ago
I don't understand this point of view. They buy the book, they use it for training. When you read a book, you use it to train your brain. Is that copyright infringement? Downloading from Pirate Bay is indeed theft, someone put the scan
25.
by credit_guy 2mo ago
> There's nothing there that isn't immediately replaceable. Indeed. But that was not my point. My point is that we still have this old impression that training cost is dominated by compute and it is hugely expensive, and the Ch
26.
by credit_guy 2mo ago
People who claim that the Chinese open weight models have some type of manifest advantage don't realize that the close weight models have a huge advantage as well: the researchers from OpenAI, Anthropic, Google, xAI, Meta are not dumb,
27.
by credit_guy 2mo ago
I think it's the opposite. Kimi K3 has 2.8 trillion parameters. We don't know the number of parameters of ChatGPT 5.6 or Opus 4.8, but it's probably in the same region. Fable/Mythos are rumored to be around 10 trillion.
28.
by credit_guy 2mo ago
I didn’t assume that. The author makes the opposite assumption: that because nobody has ever proposed a path to technological feasibility, that thing will forever be technologically unfeasible. I simply find this argument to be very weak.
29.
by credit_guy 2mo ago
That is true. What should we conclude from this statement?
30.
by credit_guy 2mo ago
> Shrinking that into a 500 kg seed — or even Freitas’ original 100-ton seed — is not an engineering detail. It may be the entire problem. How many AI tells can you count there? But honestly (see what I did there?) the AI slop is reasona

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