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korrents.com
Anthropic saw the coming shortage of chips before Google did, and bought Google's own TPUs out from under it.Their words
Because Enthropic saw it before Google. And then Google had Nano Banano and Gemini 3 which caused their user metrics to skyrocket and leadership at Google was like oh and then they started making the statement of we have to double compute every is it 6 months or I don't remember the exact number that they said.
Dylan Patel
Everything, newest first — across every channel. Their profile →
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13 March
3 February 2025
From one piece DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters | Lex Fridman Podcast #459 2 beliefs, in the piece's order there
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Their words
But Google has never had that DNA of like, "This is a product we should sell." The Google Cloud, which is a separate organization from the TPU team, which is a separate organization from the DeepMind team, which is a separate organization from the Search team. There's a lot of bureaucracy here.
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Their words
I think it's even more impressive what OpenAI did in 2022. At the time, no one believed in mixture of experts models at Google who had all the researchers. OpenAI had such little compute and they devoted all of their compute for many months, all of it, 100% for many months to GPT-4 with a brand-new architecture with no belief that, "Hey, let me spend a couple of hundred million dollars, which is all of the money I have on this model." That is truly YOLO.
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