Crazy how they can just lie to this extent without consequences. Or still get paid millions for making bad deals, meaning incompetence
That's a clear signal that little analysis has gone into the numbers and, most generously, there's nothing but the shape of a deal the details of which will be ironed out and adjusted in practice.
I get that the amounts of funding and capital being sat on for the respective parties are collossal and lead to rounding that doesn't make sense from the point of view of an individual any more (what's a few million at this scale, just round up to nearest 10, etc) but deal sizes of literally round numbers of 100s start to stretch credibility on whether any real analysis was involved.
In fact it'd be a ridiculous coincidence if it had been. They're the kind of figures where you'd recheck your calculations to check it's right as it seems too perfectly round.
I think he misses the mark when he insists on AI being useless. It is useful, although far from what the people hyping AI claim.
But when he delves in the numbers, his arguments are very solid (and I am still to see someone counter him on that).
The worst were the ones where long after all the cocktails were drunk, some executive (too stupid to understand the vapid nature of these partnerships) got it into his mind to "check up on the progress of the cooperation". That mess predictably rolled downhill because nobody was willing to tell them the truth.
If you're going to partner with a charitable Gates, choose the good one (though to be fair, she's probably going to be far more discerning).
And Anthropic's decision to become complicit in poisoning Memphis with Grok's methane turbines already put the lie to the idea they are the conscientious ones when it comes to large AI companies.