Well, could you imagine DeepSeek selling their capacity to Anthropic? How much of the TPU fleet do you think is utilized by Gemini vs Claude? Think anon, think!
@teortaxesTex Putting Deepseek above Google. Lmao
Users express optimism about DeepSeek outscaling Gemini by 2028 because selling TPUs to Anthropic represents the market-optimal decision.
Wild future: by 2028 DeepSeek outscales Gemini, because the market-optimal decision is to just sell all TPUs to Dario
Well, could you imagine DeepSeek selling their capacity to Anthropic? How much of the TPU fleet do you think is utilized by Gemini vs Claude? Think anon, think!
@teortaxesTex DS probably only has around 1/20 of Ant’s compute, so they don’t have anything to sell to Ant
Google probably has around 2x?
@teortaxesTex I currently use a Google Pixel phone, subscribe to YouTube Premium, utilize Notebook LM, and Google Drive. If these services could match or exceed the performance of the 5.5 and Opus 4.8 models, many of us would have a strong incentive to make them our primary plan.
@teortaxesTex What capacity ?
@teortaxesTex Elon once said whoever poaches demis will win the AGI. maybe he's being intentional about it but he has kina disappointed along with Mustafa Suleyman
@sun_hanchi They still wouldn't sell anything to Ant even if they had more