Lol if this is true, this is super bullish for Anthropic, not bearish Spend <~5B run rate to train a frontier model People distilling is "25B" of run rate - both matched up Take $15B of excess to train N+1 Model Use said model to train N+2 Model Distillers still trying to catch up to N Model PROFIT Obviously am shit posting 1) amount is way too high, chinese model companies would be the first to tell you that number is way too high 2) economics matter 3) gap is wider than you think Still - incredibly important to have open source models for ecosystem to innovate on. All innovation cannot be locked within 2 companies But everyone's arguments about open source, economics, geopolitics, are all over the place. A true rorshach test... Show me the incentive and I'll tell you what said individual's argument will be :D