Genuine question: Given Anthropic's current scale and valuation, why not invest in owning data centers in major markets rather than relying on cloud providers?
Is the bottleneck primarily capex, long lead times on power and GPUs, or the strategic risk of locking into fixed infrastructure in such a fast-moving space?
Par for the course: AI is automating all of the high-level thinking before the manual labor first, which is the biggest tragedy of it all. At this rate our score on the Kardashev scale will be lower than the proportion of humans doing low-level meatspace stuff.
Nice, I’ll have to try it out. They should really make a uv-installable CLI tool like pocket-TTS did. People underestimate just how much more immediately usable something becomes when you can simply get something by doing “uv tool install …”
Everything tends toward commodification in a hyper-competitive, hyper-connected world. The only variable is time... and this "time" keeps shrinking.
As commodification accelerates, consolidation follows. In the current landscape, where private capital and state power are deeply entangled under the banner of national security, this consolidation no longer stays economic. It becomes geopolitical.
The end result... it translates to not just corporate monopolies, but geo-monopolies... enforced not by markets alone, but by coercion, conflict, and control over resources.
Is the bottleneck primarily capex, long lead times on power and GPUs, or the strategic risk of locking into fixed infrastructure in such a fast-moving space?
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