OpenAI, Google, Anthropic admit they can’t scale up their chatbots any further

Once you’ve trained your large language model on the entire written output of humanity, where do you go?

https://pivot-to-ai.com/2024/11/14/openai-google-anthropic-admit-they-cant-scale-up-their-chatbots-any-further/

So we’re going to destroy the environment for AI slop that isn’t fit for purpose now and, if you believe the above post, never will be.

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Silicon Valley and Wall Street invent collateralized GPU obligations. Surely this will work out fine

https://pivot-to-ai.com/2024/11/04/silicon-valley-and-wall-street-invent-collateralized-gpu-obligations-surely-this-will-work-out-fine/

Blackstone, Pimco, Carlyle, and BlackRock have so far lent $11 billion to GPU cloud companies — now apparently called “neoclouds” — such as CoreWeave, Crusoe, and Lambda Labs. The loans are collateralized by the neoclouds’ Nvidia GPUs.

Look ma, new asset bubble!

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