his 100b is staged, most not upfront, and yes he may never see it. (also it goes to infrastructure, not all directly to OAI)
INVESTMENT
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Will the generative AI bubble burst within twelve months?
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Why and how the Generative AI bubble might pop within the next twelve months. I lay out some analysis and scenarios at my newsletter, link below
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AGI King Builds 150000 AI Agent Businesses in Quadrillion Market
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[ The Businesses Of AGI ] The AGI Market : A USD 15,000 TRILLION realm where AGI Agents are titans of global wealth #AGIAsset To create 10% of the USD 15 QUADRILLION AGI market, AGI King is building 150,000 "Businesses Of AGI". #AGIAgent #AGIAlliance #AGIFirst #AGINode
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OpenAI Revenue Surpasses $2B Annually Industry Investment Dynamics
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Again, all the time. If high upfront investment is needed, then you will see high investment up front The comparison doesn’t really make sense in any case. Most companies in the industry do not have products on the market. OpenAI is reporting a run rate of $2B+/year in revenue.
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Drug Development Returns Zero for Decade Investment Cycles
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In year 1? All the time. Drug development is 0% return on a molecule for a decade.
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LLM Development Timeline: Research Before Deployment Economics
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R typically comes before D. We have better insight in LLM timing than in most industries. It is over a year to go from startup to GPT-4 class model even with infinite money (Musk, Google). I don’t think that this tells us anything about whether we are in a bubble or a boom.
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Open Weights Model Reaches High Arena Ranking Despite License Constraints
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Nice to see an open weights model showing up this high on the Arena leaderboard Worth noting that Command R is licensed Creative Commons Non-Commercial, so it's great for research but not a dependable backup against API shutdown for commercial purposes
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H100 GPU Pricing in Japan at $2.6 per Hour
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H100 at ~$2.6/hour in Japan. I can get cheaper options, but we’re talking about only a few thousand bucks of savings at this scale.
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AGI Alliance Launches on Ethereum Network
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[ AGI Alliance ] Alliance.AGI.Eth $AGI #AGIAlliance #AGIClub
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Sovereign AGI Agents: Decentralized AI Ownership Model
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[ S O V E R E I G N A G E N T S ] "Not Your Key, Not Your AGI." SOVEREIGN AGI AGENTS, exclusively YOURS. By : http://
MONTREAL.AI #AGIFirst #NFT #NFTCommunity