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bryan
1.9K posts

bryan
@_bryan
smart-aleck nerd 🖖 using AI to generate start-ups 🧠
Katılım Temmuz 2023
1.2K Takip Edilen1.5K Takipçiler

@yacineMTB the bottleneck moving from execution to taste and planning is such a wild shift
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Anthropic has partnered with SpaceX, leasing the entirety of the Colossus 1 data center to secure over 300 megawatts of new compute capacity.
Enabled by this massive hardware injection, Anthropic is immediately doubling the 5-hour rate limits for Claude Code across its Pro, Max, and Team plans, while entirely removing peak-hour limit reductions.
Developers and enterprise users are also receiving a substantial capacity boost, with rate limits for the frontier Opus models being significantly raised via the Claude API.

Claude@claudeai
We’ve agreed to a partnership with @SpaceX that will substantially increase our compute capacity. This, along with our other recent compute deals, means that we’ve been able to increase our usage limits for Claude Code and the Claude API.
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@milesdeutscher the biggest unlock is learning the new workflows, not just the new model names
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@MatthewBerman compute only compounds if utilization and model pull scale together, otherwise it’s just stranded capex
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xAI is in the trap Dario tried to avoid years ago, over-spending on compute capacity while AI demand didn't keep up.
The only company that got it right seems to be OpenAI - aggressive compute acquisition AND a great model to drive demand to match (exceed) supply.
Matthew Berman@MatthewBerman
anthropic scares me but also they might be right and that scares me more
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🚨Going Live Thursday 7th May 3 PM UTC
Join our weekly podcast with special guests @hellasdotai founders to dive into the pain points of AI and what we're building to solve them for YOU, the user.
As always hosted by @RBoccius for max energy and insight. This ones for sharing with 500 friends 🤜🤛
See you there!

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Unpredictable people will be invulnerable to AI control or competition in the future.
Unpredictability will reign.
Imagine playing chess against someone who occasionally throws Game Theory into the garbage just to pull random, erratic moves, before resuming another strategy specifically selected to hurt you.
That is the type of thing that AI will never be able to gameify, replace, or adapt to. Because it comes from genuine human consciousness, not machine-learned data patterns.
If you know, you know.
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@evrgn11112231 still feels too early to call the whole thing fake, but the accounting fog is real
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It will be funny that when this all does crack, people are going to look back at this and say "what do you mean no one was making any money and that it was all fake?"
Lab economic profits today are about as real as SAAS Co Adj EPS.
Evergreen@evrgn11112231
Does anyone know the answer to this? Is there any actual downstream net cash generation from cloud GPUs today (not in the future, now)?
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@FirstSquawk feels like the kind of upgrade people will notice without thinking about it
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@ryancarson Funny, I also have a basket next to my desk where I throw my random electronics 😀
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