An analyst countered that doing so would lower revenue per megawatt.
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2 posts, first seen 14h ago
@MollySOShea @maxlbcook @coatuemgmt This HBS MBA Blackstone MBA faggot in his tux is literally 2 years late to the game
BREAKING: Max Cook (@maxlbcook), Sector Head at Coatue (@coatuemgmt) says.. "The keyboard & mouse are slowly dying.":( Cook also offers a bigger Q for the market: "What happens when OpenAI or Anthropic decide to offer smaller, cheaper, fine-tuned production models as products?" Cook argues the real AI debate might actually not be open vs. closed models It's what happens when frontier labs begin competing across the entire model stack.. Offering everything from cutting-edge reasoning models to smaller, efficient, low-cost, production-grade models for enterprise
What happens when OpenAI or Anthropic decides to offer smaller, cheaper, fine-tuned production models as products?" It's not like they can't offer it now, but it will reduce their revenue generated per MW, which they don't want https://twitter.com/MollySOShea/status/2074905099889992119
Many users attacked Max Cook personally with insults over his keyboard and mouse obsolescence warnings while the positive reply focused on building better AI interface replacements.
Based on 9 visible X reactions from 20 accounts; directional sample.
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