there are too many AI companies for this deal to work on all of them
Realistically, I think there are like 3-4 labs[1] that matter, OAI, DM, Anthropic, Meta.
some of these AI companies will have strong kinda-ideological commitments to not doing this
Even if that was true, they will be at the whim of investors who are almost all big tech companies.
this is better done by selling (even at a lower revenue) to anyone who wants an AI SWE than selling just to Oracle.
This is the explicit claim I was making with the WTP argument. I think this is firmly not true, and OpenAI will make more money by selling just to Oracle. What evidence causes you to disagree?
Hm, this violates my model of the world.
Realistically, I think there are like 3-4 labs[1] that matter, OAI, DM, Anthropic, Meta.
Even if that was true, they will be at the whim of investors who are almost all big tech companies.
This is the explicit claim I was making with the WTP argument. I think this is firmly not true, and OpenAI will make more money by selling just to Oracle. What evidence causes you to disagree?
American/​Western labs.