Anthropic’s $50 Billion-Per-Gigawatt Compute Gap, and How OpenAI Avoided It
Short-notice compute carries a scarcity premium. The real moat may be the calendar.
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Short-notice compute carries a scarcity premium. The real moat may be the calendar.
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The useful question is not whether the label is perfect, but whether the compounding process has already begun.
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AI may become practically necessary in medicine before it becomes legally required. That gap is where things get interesting.
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