zlacker

>>wavela+(OP)
Interesting, both Karpathy and Sutskever are gone from OpenAI now. Looks like it is now the Sam Altman and Greg Brockman show.

I have to admit, of the four, Karpathy and Sutskever were the two I was most impressed with. I hope he goes on to do something great.

>>zoogen+Ix
Top 6 science guys are long gone. Open AI is run by marketing, business, software and productization people.

When the next wave of new deep learning innovations sweeps the world, Microsoft eats whats left of them. They make lots of money, but don't have future unless they replace what they lost.

>>nabla9+pH
I don’t feel that OpenAI has a huge moat against say Anthropic. And I don’t know OpenAI needs Microsoft nearly as much as Microsoft needs OpenAI

>>fnordp+SH
I Don't know. Being able to get azure credits has payed out really well for openai as a business in constant need of computer.

>>gunalx+7I
Which is a very short term advantage. And Anthropic gets aws credits which would you rather have?

>>fnordp+cI
Given Amazon's no show in the AI space? Azure. By a mile.

>>luma+441
Except if you're Anthropic or OpenAI you don't care about what your compute provider has done in the AI space - you care about the compute power they can give you.

>>cthalu+ed1
That's exactly what I'm talking about: https://i.imgur.com/sZ3tniY.jpeg

>>luma+Jd1
But how many of those are ordered specifically for OpenAI, and are on order as a result of them to begin with? Do you think if we were in a parallel universe where OpenAI ended up partnering with Google or Amazon instead, the GPU shipments would look the same? I think they would reflect wherever OpenAI ended up doing all their compute showing a pretty similar lion's share.

Your claim was that people should care about compute based on what the provider has done in the AI space, but Microsoft was pretty far behind on that side until OpenAI - Google was really the only player in town. Should they have wanted GCP credits instead? Do you care about their AI results or the ex post facto GPU shipments?

Or, if what you actually want to argue is that Anthropic would be able to get more GPUs with Azure than AWS or GCP then this is a different argument which is going to require different evidence than raw GPU shipments.

>>cthalu+qh1
The claim being implied was that Anthropic was in a better position because they had partnered with AWS versus Azure and thus they would have more access to GPU.

That isn't the case, at all. All I'm stating is what the chart clearly shows - Azure has invested deeply in this technology and at a rate that far exceeds AWS.