It's opportunity costs, not marginal costs, that are the challenge facing hyperscalers. How much compute should go to customers, and which ones? How much should be reserved for internal workloads?
But in reality, he's screwed the pooch compared to OpenAI, whose approach was, "Let's just sign these crazy fucking deals." OpenAI has got way more access to compute than Anthropic by the end of the year.
4w ago
Underscored — save the words that stop you in your tracks.
