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Permityesterday at 10:18 PM1 replyview on HN

Can you elaborate on the collusion aspect? Is the implication that OpenAI and Anthropic are coordinating their purchases in such a way that they target the hobbyist market? What’s the collusion angle here?


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throwaway85825yesterday at 11:01 PM

OpenAI signed letters of intent for 40% of the DRAM supply because they have no moat and want to starve their competition.

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