Keep pulling the thread on Gavin Baker.
Andrej Karpathy has joined Anthropic to lead a new pre-training team focused on recursive self-improvement.
Anthropic was EBIT positive in its most recent quarter, according to The Wall Street Journal.
Gavin Baker estimates that OpenAI and Anthropic are at a combined annual recurring revenue run rate of approximately $100 billion with gross margins around 80% on inference.
Gavin Baker predicts that the total annual recurring revenue for LLM companies, including Gemini, Cursor, and xAI, could reach $200 billion to $400 billion by the end of the current year.
Google has included its 4-gigabyte Gemini Nano model in the Chrome browser.
Gavin Baker suggests there may be a CCP-funded campaign against the development of AI and data centers in the United States.
David Friedberg argues that if the United States slows down its AI development, another nation like China will advance, creating an unhealthy asymmetric power dynamic globally.
Chamath Palihapitiya believes China is less than 9 months behind the United States in AI development, which he views as a positive for reaching a state of détente.
Cloudflare CEO Matthew Prince announced a layoff of over 20% of the company's workforce, attributing the decision to AI-driven efficiencies that made certain management roles unnecessary.
Concurrent with laying off 8,000 employees, Meta is deploying recording software on all employee computers to study their work and train its AI models.
Anthropic is paying SpaceX $1.25 billion per month under a 3-year, $45 billion deal to rent compute capacity on Colossus 1 and Colossus 2.
SpaceX has reduced its data center build time from 122 days for its first, to 91 days for its second, and 66 days for its third.