The bigger point of focus is that the enterprise value accrues to assets associated with software production.
What happened to all that nonsense about LLM’s solving physics, science etc? Lmao that certainly is not happening.
The natural home of LLM’s is in relation to software production.
The question is can Anthropic and OAI survive? If OAI can’t make their entry into the ad business work then they will fight over the same territory. Meaning both of their chances of survival drop as Google who is a monster in relation to software production will not only seek to kill them but buy their GPU’s at a discounted price.
What happened to all that nonsense about LLM’s solving physics, science etc? Lmao that certainly is not happening.
The natural home of LLM’s is in relation to software production.
The question is can Anthropic and OAI survive? If OAI can’t make their entry into the ad business work then they will fight over the same territory. Meaning both of their chances of survival drop as Google who is a monster in relation to software production will not only seek to kill them but buy their GPU’s at a discounted price.