X · @dwarkesh_sp
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If the leading AI lab can't train models that are smarter for a given level of compute, then it gets commoditized the way Ziplock bag producers are co…
If the leading AI lab can't train models that are smarter for a given level of compute, then it gets commoditized the way Ziplock bag producers are commoditized.My point is that if there are such intelligence-efficiency differences, compute getting more expensive allows the leading model company to charge higher margin