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| ▲ | prymitive 6 hours ago | parent | next [-] |
| All companies are now AI companies.
Just like a while ago all companies were suddenly Ads companies.
The entire tech sector is one big FOMO - once you reach certain scale you do exactly the same thing as everyone else. |
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| ▲ | mcintyre1994 an hour ago | parent [-] | | I get what you mean but SpaceX owns xAI, which is objectively a company that trains models and has massive distribution by owning X. I don’t think their models are competitive with Google, and Google obviously has the best distribution imaginable, but they definitely are a competitor. |
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| ▲ | sumeno 6 hours ago | parent | prev | next [-] |
| In the way that Michael Jordan and myself are both basketball players |
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| ▲ | jnewton_dev 6 hours ago | parent | prev | next [-] |
| I'd push back slightly — not on the conclusion, but on the reasoning. There's a simpler explanation that accounts for the same observations. |
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| ▲ | klodolph 6 hours ago | parent | prev | next [-] |
| One of which has more capacity and wants even more, one of which has less capacity and is renting it out. |
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| ▲ | wiether 6 hours ago | parent | prev | next [-] |
| One is an ad company the other a lifestyle venture? |
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| ▲ | nutjob2 6 hours ago | parent | prev [-] |
| In the sense that if you want to sell anything whatsoever today it must an AI story. |