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Comment by nylonstrung | Hacker News Reader

The next 12 months will see OAI and Anthropic spiral into into increasingly hyperbolic PR stunts, manufactured benchmarks and underhanded attempts at regulatory captures

I'm sure they have nothing to rival this on a price/performance basis and have already given up on that

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> I'm sure they have nothing to rival this on a price/performance basis and have already given up on that

How can you be sure about this? They have unbelievable capital. OpenAI is starting to preview its own chips, which could dramatically change the price/performance. We don't know what else Anthropic has cooked up right now that could rival this if they wanted to.

Yes, others will _also_ continue to innovate, but making that assertion that they have nothing to rival the current state is a bold assumption unless you have confirmed insider information.

w.r.t. the OAI chips, wouldn't they be subject to the same bottlenecks that has plagued semis lately or at least be forced to pay a pretty premium to circumvent that?

They'll be able to buy them without paying NVidia's 80% profit margin

How much of that margin is due to having long term contracts with fabs that locked in pre-boom prices? I doubt openai will be able to get similarly low costs now.

> They have unbelievable capital.

all those Chinese labs are backed by the Chinese government which can just print money.

time to wake up.

> the Chinese government which can just print money

I'm gonna let you in on a secret: it works the same in most countries in the world.

They are still industry leaders. They'll have to try to maintain that.

They have like a 3 month lead, and it takes unbelievable expenditure to maintain it.

Not really, not leading at any criteria, altho top 5 in most - https://arena.ai/leaderboard

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