> Neoclouds want to do neolab things and now chipmakers want to do neolab things

We don't know what the right integrations are. Is it the chipmakers with the toolmakers? The front-end makers with the model designers? That's the current set-up. But there might be another industrial configuration that is superior.

AMD is still struggling to establish itself in AI. That makes it a worthy competitor. Its agglomeration of talent and resources is probably, knowing little else, good.

The past couple of years have really driven home the fact that a company is worth whatever someone will pay for it

A name like Fei-Fei Li is probably worth a chunk of that (I'm not saying I agree, but that's probably the thinking).

It's a public bet, not a valuation based on product economics. Billion dollar bets follow different rules (and I'm not saying it's sane).

I don't know about the training, but in terms of the the 'a lot of data', probably one of the inputs would be something like the geospatial data that Niantic has collected from all of the world's Ingress and Pokemon Go players, correlated with other more basic mapping data and things like google street view type camera data.

https://www.google.com/search?client=firefox-b-d&q=pokemon+g...

Step 1: raise a billion dollars. Step 2: send a billion dollars to someone with GPUs.

I'd bet world models will likely become the new "media" replacing tv, movies, music, video games etc.

it was also likely difficult to do what WL was looking to do without significant amount of compute.

Think it's a good match