Anthropic's CEO calls AI the biggest national security threat in a century but ignores that every leading-edge chip is made 100 miles from China
pretty interesting update this time. the numbers we are seeing is still super impressive in this space
We're all watching a fascinating experiment. Meta is spending literally all of their free cash flow on AI, while Apple is spending basically nothing. We'll see in 10 years who is right, and if Apple was wrong, it'll be too late to course correct.
my biggest hunch, is that while the developments in ai are incredible, the moat is thin, and the cost is high.
we’ve seen some stories recently of some actors being banned from Claude because they were able to perform really valuable model extraction attacks.
if the open source models keep pace, apple can hope on 5 years from now, be only 6 months behind the trend, and pocket the savings delta.
but yes, it’s absolutely a play and we will see who is right!
The semiconductor dynamics between the US and China keep getting more complex and worth following closely.
pretty interesting update this time. the numbers we are seeing is still super impressive in this space
We're all watching a fascinating experiment. Meta is spending literally all of their free cash flow on AI, while Apple is spending basically nothing. We'll see in 10 years who is right, and if Apple was wrong, it'll be too late to course correct.
my biggest hunch, is that while the developments in ai are incredible, the moat is thin, and the cost is high.
we’ve seen some stories recently of some actors being banned from Claude because they were able to perform really valuable model extraction attacks.
if the open source models keep pace, apple can hope on 5 years from now, be only 6 months behind the trend, and pocket the savings delta.
but yes, it’s absolutely a play and we will see who is right!
The semiconductor dynamics between the US and China keep getting more complex and worth following closely.