Deirdre Bosa@dee_bosaThe irony of this: China's strategy is remarkably capitalist... use free models to win distribution and capture the ecosystem. This meanwhile proposes gov't intervention to shield American labs from competition. America is better off competing than manufacturing FUDOpens with an observation
Deirdre Bosa@dee_bosaSo…. Anthropic got blacklisted for the same red lines OpenAI just got written into its contract? Or did OpenAI just accept the weaker version of those red lines that Anthropic wouldn’t sign?Opens with a question
Deirdre Bosa@dee_bosa“The open-model wave is not an attack on AI companies. It is the market responding to the fortune they say they are about to make. They called it forth themselves.” Gurley nails it. Open models are the market doing what markets do when incumbents are charging huge margins.Opens with an observation
Deirdre Bosa@dee_bosaDatabricks raised $7 billion because the smartest investors in the room were getting year 2000 vibes @alighodsi isn't predicting a crash but he's preparing for oneOpens with a number
Deirdre Bosa@dee_bosaWhat a difference a year makes A year ago, frontier basically meant the big three US closed labs - OpenAI, Anthropic and Google. Now a credible list includes xAI and multiple Chinese/open weight labs.Opens with an observation