Their moat was supposed to be overwhelming compute, which they said was a necessity to produce frontier models and that only an American monopoly could produce. Three years later it’s not a monopoly but an oligopoly, the diminishing returns on compute are devastating, and China is humiliating them with models that aren’t really even focused on the English language.
Their moat was supposed to be overwhelming compute, which they said was a necessity to produce frontier models and that only an American monopoly could produce. Three years later it’s not a monopoly but an oligopoly, the diminishing returns on compute are devastating, and China is humiliating them with models that aren’t really even focused on the English language.