Posted by dgellow 1 day ago
You’re also missing the competition aspect. What if other companies have their own super genius slaves to sell at a cheaper price? What if open models allow anyone to have their own moderately genius slave at far less expense?
Whoever is claiming that is an idiot.
And if they haven’t created an artificial superintelligence then they start to look more like just another tech startup with no moat[1] and a terrible balance sheet.
[1] I don’t know about you, but I switch model providers multiple times per day.
You are making claims with no basis, caveat-ed by "if," and then calling everyone here fools for not basing their beliefs on your wishful thinking.
the absurdity
Antropic will be fine I think but open AI will probably have issues
Tesla was what everyone valued crazy a because Tesla is not a car company, now Space-X is doing the same s*it as Tesla.
The general economy/inflation etc. and cost o fmoney is for sure not a good sign. Lets hope, i def want to invest in Anthropic.
To get enough payload into space that the evaoluation is worth while, he really need to do this datacenter in space thing and sending enough hardware up there to match just one GPU based datacenter would take one Starship launch every single day.
Lets ignore that building Datacenter on earth is stll A LOT easier and cheaper to do and that we shouldn't vaporize non sustainable metals into our atmosphere alone for health reasons.
We have robots, AI (which is so bad that he prevers to rent out his AI hardware instea d of making more money with it directly), 3 Car models and something else combined in two companies with an overall value over 3T.
This setup is still higher valuated as plenty of big car manufacturers, robotics companies and a lot more other companies thrown into the mix together.
What am Im missing here?
I actually calculated and researched these numbers and while it seems that you are dismissive because of your ideological position? i saw and read Elon Musks claim about AI Datacenters in Space and him writing about a dyson sphere and calling it bullshit.
You are not evaluated as the 7/8th most valuable companie on the planet just because you build rockets and send up a little bit of payload. Thats why their P/E is 3 digits.