Matthew Zeitlin@MattZeitlinso oracle is signing long term leases with data center developers and renting out its hoard of nvidia chips to AI companies who make short term committments. they're basically taking on wework-esque duration mismatch between the leases they pay and the leases that pay themOpens with an observation
Matthew Zeitlin@MattZeitlin"ok but what do you actually use AI for" the same thing all intelligence is used for: improving the click thru rates of online adsOpens with an observation
Matthew Zeitlin@MattZeitlinopenai's government relations guy getting lutnick on the phone to say actually 5.5 is just as dangerous as mythos, if not more so, and that codex is actually easier to use and more powerful for doing bad thingsOpens with an observation
Matthew Zeitlin@MattZeitlinSo does a a $20 billion non-exclusive licensing agreement + hiring key staff count as a merger for the purpose of investment banking league labelOpens with a number