This is a OpenAI news story, published by Cal Paterson, that relates primarily to Anthropic news.
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AI businessCal Paterson
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68% Informative
Being an airline is to be in an almost uniquely terrible market position.
Coca-cola's return on equity has rarely fallen below 30% in any given year .
Airlines that get more efficient, work harder or come up with innovations aren't going to be able to "capture" the value of what they've done.
Fizzy-drinks - very favourable industry structure.
OpenAI raised $6.6 billion at a valuation of $157 billion less than two months ago .
NVIDIA make the chips that all models are trained on - regardless of cloud vendor.
NVIDIA are more powerful relative to Anthropic or OpenAI than Airbus or Boeing could ever dream of being.
If I were running an AI business I would avoid building a model at all costs.
Using a tiny bit of some expensively trained model that Anthropic has produced could be very cost effective and might make some business idea work that wouldn't have 5 years ago .
And then: not all AI businesses are building models. Building your own models looks like a undifferentiated schlep..
VR Score
54
Informative language
44
Neutral language
38
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informal
Language
English
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38
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Hate speech
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Attention-grabbing headline
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Known propaganda techniques
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Time-value
long-living
External references
13
Source diversity
9
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