250 karma · joined April 15, 2020
Claude and I must have a different idea of what brief and concise mean.
Source: Consulted for a few companies to help them finetune a bunch of LLMs. Typical categorical / data extraction use cases would have ~10x fewer errors at 100x lower inference cost than using the OpenAI models at the time.
As a result it's really hard to read about real-world use cases online. I think a lot of people would love to hear more details - at least I know I would!
- The datacenter GPU market is 10x larger than the consumer GPU market for Nvidia (and it's still growing). Winning an extra few percentage points in consumer is not a priority anymore.
- Nvidia doesn't have a CPU offering for the datacenter market and they were blocked from acquiring ARM. It's in their interest to have a friend on the CPU side.
- Nvidia is fabless and has concentrated supplier and geopolitical risk with TSMC. Intel is one of the only other leading fabs onshoring, which significantly improves Nvidia's supplier negotiation position and hedges geopolitical risk.
I wonder if OpenAI uses this as a honeypot to get domain-specific source data into its training corpus that it might otherwise not have access to.