But imagine all the data, tech and data center companies simultaneously go into receivership. Farfetched, but indulge the fantasy.
At that moment what choice would the government have but to conduct a rescue that at least keeps the lights on, and probably more? What’s the alternative? Extensive data losses, business interruptions— if just a couple of those key companies spontaneously stopped operating, chaos.
If the companies run cash flow positive absent debt service (I assume this is the case), the creditors will be in charge, they can put up more $, or get a loan while they re-structure the company. Either they end up owning it, or they sell it. This can happen to a bunch of companies at the same time.
There would not really be a huge rush if they are cashflow positive, they can take their time.
Peer review doesn’t, never was intended to, and shouldn’t, guarantee accuracy nor veracity.
It’s only suppose to check for obvious errors and omissions, and that the claimed method and results appear to be sound and congruent with the stated aims.
Most competitors can't successfully serve kids yet.
These kids hammer H100s for 30+ hours a week but will revolt at ads or the idea of paying money.
C.ai probably only exists at its current size because Noam had access cheap access to TPUs and people who can scale inference on them at the earliest stages of their growth (and obviously because he could raise with his pedigree, but looking at things others deal with)
Eventually if the unit economics start to work they can always roll this back, but I think people are underestimating how much of a positive this is for them
If you are in that business the question isn't really if it's against the rules or not, but if it's possible. You can use your in-game currency that you've gotten through whatever means to get a physical product that you can then resell for cash.
Its from Character AI but they used Wan, and MMaudio. I'm not sure their licenses disallow creating a closed model from their work for commercial purposed but either way they've done nothing with a true moat, they were merely first to the table for something this all-inclusive. Even apart from their efforts, assorted tools, all open, can be used to achieve these effects , but requires more techinical knowledge to setup, and each new gen would require a fair amount of reconfiguration of modules. But this is still significantly easier than similarly available tools 9-12 months ago. As an approach it also trades turnkey from tons of control and flexibility such that competent use will still often be simpler or get to a more refined result than Sora and others.
I think the moat here will ened up being value adds for convenience, tooling, IP licensing, integration into the rest of the pipeline used for content production, etc.
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