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biggest takeaway from the leaked openai memo is they're convinced anthropic fucked up. also amazon is killing it, they now own major stakes in the top 2 ai labs, from the memo:
Anthropic made a "strategic misstep to not acquire enough compute" and are "operating on a meaningfully smaller curve." oof
they also dunked on microsoft: they've "limited our ability to meet enterprises where they are"
- openai is now choosing amazon as their main compute partner instead of microsoft
- amazon just invested $50B in openai, the aim is to serve all AWS partners chatgpt via Bedrock platform
- openai is targeting 30GW by 2030 vs. anthropics 8GW
the thing no ones talking about tho is amazon owns 20% of anthropic. its literally in their interest to serve them compute.
make no mistake, the next few months will be determined by whoever has the most operational compute
both anthropic and oai are racing to sign major deals.