zlacker

>>tedsan+(OP)
It appears this basically locks out Google, Amazon and Meta. Why are we declaring OpenAI as the winner? This is like declaring Netscape the winner before the dust settled. Having the govt involved in this manner can’t be a good thing.

>>lvl155+g2
I generally agree that government sponsorship of this could be bad for competition. But Google in particular doesn't necessarily need outside investment to compete with this. They're vertically integrated in AI datacenters and they don't have to pay Nvidia.

>>modele+r7
Google definitely needs outside investment to spend $500b on capex.

>>shuckl+S9
They don't have to spend $500B to compete. Their costs should be much lower.

That said, I don't think they have the courage to invest even the lower amount that it would take to compete with this. But it's not clear if it's truly necessary either, as DeepSeek is proving that you don't need a billion to get to the frontier. For all we know we might all be running AGI locally on our gaming PCs in a few years' time. I'm glad I'm not the one writing the checks here.