Thread

1. gradus_ad · 1790701889 · focus · HN ↗

   Ominous for the industry and investors that token price is becoming the main battleground. Could be Anthropic's rationale for IPOing this year.

   1. mixdup · 1790702708 · focus · HN ↗

      Another piece of evidence on the pile that the sudden panic and desire to "slow down" is because they're hitting the plateau on capability

      Which, honestly, is fine. A lot of juice to squeeze in efficiency and even if models got zero more capable, making the capability that is already here cheaper is a huge win for everyone (except Nvidia)

      1. theturtletalks · 1790703127 · focus · HN ↗

         I think they are hitting compute restrictions. And buying compute right now can be 3-4X. And the costs are increasing. If they train a larger model and demand is high, that’s a lot of compute for Codex subscriptions, which is a loss leader for them. Especially Pro 20X which they just nerfed to 10X.

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