alt Hacker NewsI don't have to believe anything, I just look at the S&P 500 and see the same old stuff. Nvidia is enjoying the shovel shortage, but none of the gold-rushers have discovered anything better than CUDA. Nothing new under the sun.
> people who don’t appear to understand the strategic play of pure AI companies
Get a load of this guy. Strategy in isolation is worthless; Russia has excellent strategic deterrence that is utterly useless for deterring Ukraine. Pure crypto companies had strategic foresight, but none of it was worth a damn when they had to compete with each other on merit.
The strategic play is perfectly well-understood. The tactical side is not, so far Nvidia is the only company that has gone to war and won.
“Russia has excellent deterrence” is what you’re trying to say sanctions are not working to stop what Russia is doing to Ukraine? That not only demonstrates a bad understanding of geopolitics and how sanctions work, but also distracts from what we are actually talking about.
It’s not really clear to me what you are trying to say. There will be winners and losers and it will be hard to know who they will be. That has nothing to do with Anthropic/OpenAI/etc not being rational in their strategy...