@SixSigmaCapital Bullish, if you can’t access the best model, you need to try and build something comparable. Bearish if you think AI labs need an immediate path to profitability ASAP.
@ThematicTrader@thomaskarsten88 Isn’t the whole bull case that XOM signs these guys on after the demo in Rotterdam goes well? (Assuming it does) data centers would be secondary in order of operation here?
@doomsdayslam@TMTLongShort Fair points and true. Though, why hasn’t it all been rapidly on-shored? I’d assume for the sake of efficiency? America is handicapping themselves by re-shoring it all, in tandem with the buildout, on an accelerated timeline. Do they have infinite capital?
@stephen_taylor Do you think this action is exclusive to Anthropic being in the US. Any state to achieve a tech this strong would take the same action. Let’s not kid ourselves that Canadians have some universal moral high ground.
@doomsdayslam@TMTLongShort You can’t get to AGI/ASI without global participation and support. InP from China, ASML in Netherlands, Taiwan chips, Korean memory etc etc. That’s my main point. Not doubting the value of intelligence.
@doomsdayslam@TMTLongShort yes, once you go down the path of weaponized reproducing robots. It is 10000x nukes. If Europe perceives that to be the case, they either enable and anchor to USA. Or put a halt to it unless they are in consideration for partnership. It may be a realistic scenario?
@TMTLongShort That’s not to say that Qwen/Mistral type AI, would be “benevolent” in ways that America isn’t. Just trying to further the convo and remove my bias/emotion from the convo as a non American. I’d still like to think America can lead in the right way here!
@TMTLongShort Not having Anthropic doesn’t mean you don’t have access to intelli, just not the “best”. The path I suggested we may end up going down (globally) isn’t conducive to the development of alt AI tbf. Is it winner takes all in current state? Can rest of world get by w Qwen or mistral
@TMTLongShort Just food for thought, not really taking a hard line stance on this. Just constructive rebuttal. If you’re right, humanity is going down the wrong path :/
@TMTLongShort We all know how much of the us compute supply depends on foreign product. If the US thinks they can hoard the ownership of AI and destroy foreign service sectors, without retaliation that’s foolish. Then ASML only exports to China, by EU mandate.
Canadian media used to look for and pump the Canadian angle in every possible story - now that a Canuck immigrant has become the most successful person in the world they tell us to hate him.
Why?
Because of TDS - which is now an institutionalized psychosis here.