37 points | by taubek 6 hours ago ago
8 comments
AI company -> infrastructure company is the hottest transition these days. Shows clearly that if you're not able to build competitive models then the best return for your investment is to rent out your GPUs to those who are.
Also:
Samsung in talks to invest in Mistral at €20B valuation
https://news.ycombinator.com/item?id=49002170
Who cares. They’ve fallen way behind the Chinese.
Europeans who want European sovereign models, most likely.
Are you suggesting that European should use third rate models and accept competitive disadvantage?
And Redmond Dwellers who want to sell integrated cloud office solutions to Sovereign Europeans, forever.
I wonder if that is what they will leave the world. A operating system into which they shoved all the things they were not.
Does this even look like a timing race at this point? Moonshot only really got going this year.
Why couldn’t any well capitalized firm get to a leading position?
AI company -> infrastructure company is the hottest transition these days. Shows clearly that if you're not able to build competitive models then the best return for your investment is to rent out your GPUs to those who are.
Also:
Samsung in talks to invest in Mistral at €20B valuation
https://news.ycombinator.com/item?id=49002170
Who cares. They’ve fallen way behind the Chinese.
Europeans who want European sovereign models, most likely.
Are you suggesting that European should use third rate models and accept competitive disadvantage?
And Redmond Dwellers who want to sell integrated cloud office solutions to Sovereign Europeans, forever.
I wonder if that is what they will leave the world. A operating system into which they shoved all the things they were not.
Does this even look like a timing race at this point? Moonshot only really got going this year.
Why couldn’t any well capitalized firm get to a leading position?