compute

“And my advice to all our startups is ignore the cost of compute. Because any assumption you make, any dollar you spend on optimizing your software will be worthless within the year.”

“Like, I don't think anyone thinks that just expanding LLMs and the current technology was just like, there was an era of people were just like, just throw two orders of magnitude, more compute at it, and the game is over. And like, I just, I think that narrati…”

“Anthropic is so underserved in compute that they're buying, like, in last minute deals and on the smart market and all that kind of stuff, which is bad for their margin, but is good for the providers.”