@brandonjcarl In the meantime, all of their existing installed hardware is getting rebooked at much higher margins. Clearly a positive for ROIC on previously deployed capital. ROIC on future deployments might be flat/down is I assume your point?
@markflowchatter Only Goog is trying to be at the frontier among those three. Microsoft is arguing to be model agnostic. Other than investments in Anthropic/OpenAI his is this bearish for the hyper scalers.
Codex/claude still better just way more expensive than 5.2.
@BenBajarin@GavinSBaker Due to fine tuning opportunities at enterprise level on the open source e models? Does Microsoftโs MAI modems fit the bill too?
@StanphylCap Localized AI is going to suck compared to frontier models setting behind API access on Bedrock, Azure. Etc. Do you seriously think Google, Amazon, Microsoft and Meta are spending a Trillion dollars on something that can be replicated on our home laptops? Lol
@TheStalwart@iRagIrons@citrini Itโs a snapshot of something that occurred in real life. Vs fake AI. If my photos were mixed in with AI generated I would tend to distrust all of them. Photos but more videos are great because they are a factual event vs my increasingly errant memory.