| ▲ | goolz 37 minutes ago |
| I have already begun winding down my spend on claude and OAI to make room for infra budget. Anecdotal, but I have no doubt a lot of others are doing the same, I very much agree the US players have major issues looming. What an exciting time to be alive! |
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| ▲ | csomar 5 minutes ago | parent | next [-] |
| The car industry is also a trillion $$ market in the US. I don't see why that would go any differently from the Chinese cars ban. |
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| ▲ | netdevphoenix 32 minutes ago | parent | prev [-] |
| Not exciting for anyone directly or indirectly invested in a frontier lab or its partners. And that is a lot of people, including you. |
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| ▲ | gruturo 23 minutes ago | parent [-] | | No time like the present to pull out and reduce your exposure. I brought this up in my employer's forums 4 months ago and honestly it's been clear even before then. In particular, the upcoming IPOs of both oAI and Anthropic will likely be disastrous for the public - the floor is falling from under them and I don't know if they can be scrappy and work with fewer resources - their internal culture may not support this. We all knew in our hearts they're a commodity - just see how easily you can switch between the 2 of them - and now there are 10 more options costing a fraction. When Xi Jinping did the announcement of their open weights push, they might as well cancelled their IPOs.... |
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