The business of the AI labs
I will soon be joining Anthropic, and so this is my last opportunity to write down some thoughts on the AI lab business model before I can be accused of spilling any inside information.
I will soon be joining Anthropic , and so this is my last opportunity to write down some thoughts on the AI lab business model before I can be accused of spilling any inside information. Although large language model (LLM) providers like OpenAI and Anthropic have spearheaded a new AI revolution, it is still not clear at this point that they are good businesses . The question on the minds of investors is whether these pioneering labs will reap profits, or whether instead other parts of the AI ecosystem (hardware vendors, cloud platforms, or end-user companies) will capture the lion’s share of v
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