Yeah, I think they forgot about competition or assumed they wouldn’t have it by the time it matters.
It only works if they stop training new models and can actually follow their 6 year depreciation schedule on their GPUs. But that would make Jensen Huang cry, and they do have competition right now. You can’t put a bunch of effort into creating one AGI model because then a few months later OpenAI or Anthropic releases a slightly better model and all your contracts go away next year.
Yeah, I think they forgot about competition or assumed they wouldn’t have it by the time it matters.
It only works if they stop training new models and can actually follow their 6 year depreciation schedule on their GPUs. But that would make Jensen Huang cry, and they do have competition right now. You can’t put a bunch of effort into creating one AGI model because then a few months later OpenAI or Anthropic releases a slightly better model and all your contracts go away next year.
They’re not rich because they’re smart, they’re rich because they don’t have any ethics.