3,211 karma · joined December 29, 2017
[1]: There is no other common benchmark in the blog.
Also bit surprised they don't have any automated quality check. They can run something like swe bench before each release. Both of these seem like a basic thing even for startup, let alone some product generating billions in revenue.
In fact I am opposite of this hypothesis for two reasons. Google has artificially limited production. And because TSMC favours whoever could pay for the most capacity(as incremental capacity is very cheap for them). So Nvidia gets first slot for new process.
Also the second reason is that GCP's operating margin is very high compared to say Hetzner or lambdalabs and you can get GPUs much cheaper there compared to GCP. So students/small researchers are stuck on GPU.
Why do you believe that? Better metric would be price per token of open models served by third party. Last I was tracking the price for similar level model was decreasing by more than 10x year on year, and they are 10-100x cheaper than top properietery models.
Sure you can say that you can't compare them but for sure you can compare the top properietery model of 6 months back to current open models and the gap in time seems to be constant.
And in any case ban doesn't make any sense. Instead they could charge different for grid electricity usage, and make the datacenter pay for grid expansion when they start building it.
> information that can move markets.
That's the hardest part to figure out. Stocks aren't very correlated with anything. Slight changes in this quarter's iPhone sales in China doesn't move the share price very much if it is within range of expectation.
But if anyone is connected to few friends across team, they would know they are hiring for China sales team(or dependent team like internal tooling for sales etc.) aggressively or firing them.
They know the clients, the contracts, hiring, cost cutting way before the general public does. The problem is that many BigTech is sum of many units which might not be correlated, but for say Nvidia or Apple I would assume the employees would be a good people to take the stock advice from.
I think ads is going to massively change this number.
No? All countries catch drug dealers from other countries all the time even for the crime that happened outside of their borders. Or do you really think El Chapo could vacation freely in Europe.
Yes, its prize pool is order of magnitude higher than either of Olympics sports or Chess.
That's the point of it. You need to take more risk for different approach. Same as what OpenAI did initially.