I’d guess that the amount spent on image and voice is negligible for this BOTEC?
I do think that the amount spent on inference for customers should be a big deal though. My understanding is that OpenAI has a much bigger userbase than Anthropic. Shouldn’t that mean that, all else equal, Anthropic has more compute to spare for training & experiments? Such that if Anthropic has about as much compute total, they in effect have a big compute advantage?
I’d guess that the amount spent on image and voice is negligible for this BOTEC?
I do think that the amount spent on inference for customers should be a big deal though. My understanding is that OpenAI has a much bigger userbase than Anthropic. Shouldn’t that mean that, all else equal, Anthropic has more compute to spare for training & experiments? Such that if Anthropic has about as much compute total, they in effect have a big compute advantage?