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By the way, the fact that Ant revenue has been 10x-ing year over year, while compute has only been 3x-ing, suggests that there are very strong economi…
By the way, the fact that Ant revenue has been 10x-ing year over year, while compute has only been 3x-ing, suggests that there are very strong economies of scale in the model business.Logically this makes sense - when you train a model, you pay this one time cost of learning all these different skills that you can then