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Eisenstein
22 days ago
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How OpenAI uses complex and circular deals to fuel...
Your conclusion about training being the cost factor that will eventually align with profitability in the inference phases relies on training new models not being an endless arms race.
vmg12
22 days ago
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If the inference is profitable and training new models is actually an endless arms race that's actually the best outcome for nvidia specifically.
Eisenstein
22 days ago
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Only in the short term.
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