so build time scales with the number of users? meta's build times of roughly 2hrs and 11 minutes then makes a lot of sense

you actually need new ops teammates, not new cloud services :)

why do we have a moral obligation to help? and why them? there are many places on Earth with a lot worse situation for citizens than Iranians, do we have a moral obligation to help everyone and prioritize?

Yes, we absolutely do!

We should prioritize. We have to be pragmatic and choose our battles. We can’t be everywhere at once.

Iran has destabilized the region for decades. It’s hard to imagine how game changing it would be to remove that.

again, why do we care? about this region in particular. and for whom would it be “game-changing” other than Israel?

> we have to be pragmatic and choose our battles

this sounds very far removed from “we have a moral obligation”

bottom line, we should not give two shits about what is happening there and we even went voting for a candidate who told us he’ll be the one to make sure we don’t give two shits about it except of course he turned out to be worse than all previous ones combined :)

none of the three are even remote moat

How so? Opus and Sonnet are frontier models which cannot easily be replicated. Compute has real physical constraints which require appropriate procurement at this scale. At least those two points seem like pretty strong moats against the majority of companies.

You don't need to "replicate" Opus and Sonnet, you just need to match their overall performance at lower cost. That's been absolutely doable so far, with a steadily decreasing lag time.

That's a fair response. But I'm not aware of any metrics supporting the point that the lag time is decreasing. The discourse I've seen has more focused on the ways Claude/OpenAI/Google have pulled away from the rest of the pack.

To be clear, I accept you might be right, but I think the crux is whether lag time is increasing, steady or growing.

absolutely! I am sooooo confused why people think either claude or openai have any sort of moat outside of mom&pop only heard about those on the tv

The moat is in training on the most high value user sessions. What Altman referred to as the "data flywheel."

poorest need to be hit the hardest as historically they vote for wrong people who ensure they stay poorest

Thanks, that's fair. I've added my reasons in an ETA on the original post.

Big Gov will bail out the big guys if/when necessary

We must live on opposite sides of US cause I’ve never heard anyone say that it is possible (except few politicans who thought it may be a good way to win an election but also knew that it was not possible and gave up once they got elected)