“Anthropic took a more cautious approach and said no, we're not willing to risk the entire company in case AI demand only does 5x instead of 10x. And now they are suffering. They cannot get enough compute.”
“Every time open source wins, it just puts more pressure on the closed source models to do better. It gives more optionality to enterprise and to tinkerers. It's just good overall.”
“There is zero model loyalty. Whatever is the most effective model for what I need.”
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