@GaryMarcus They are the main vendor for the Pentagon. That will invoke the national security and the US will fund them to oblivion so it’s effectively the tax payer’s dollar financing Altman as well as SpaceX.

@GaryMarcus Exactly like that, although obvious now for over 6 month.

@theinformation @erinkwoo Le vrai signal, au-dela du classement entre labs, c’est que les outils qui rentrent directement dans le travail quotidien gagnent vite du terrain. Pour les devs et les petites equipes, Claude Code parle plus concret qu’un chatbot generaliste.

@GaryMarcus $5B burn, $3.4B revenue. The math only works if AGI ships before the cash ends. That's not a strategy. That's a deadline.