Better Offline

Anthropic has $517B of cloud commitments, Better Offline finds

8 arguments: The Financial Times margin figure that leaves out training costs, why a company that believed its own warnings would restrict its model…

Sep 19 • The Scuttlebutt

AI labs' alignment means an AI that won't kill 100% of humanity, says an astrophysicist

12 insights: The 600K-word Harry Potter fan fiction that recruited a movement, how Peter Thiel's money reached both DeepMind and OpenAI, and the test…

Sep 17 • The Scuttlebutt

Ed Zitron: an investment-grade rating just delays the day OpenAI runs out of money

10 takeaways: Why he says AI is repeating 2008's habit of managing a crisis instead of fixing it, and what $1.3T of take-or-pay compute commitments does…

Sep 11 • The Scuttlebutt

Ed Zitron: one unnamed customer was 16% of Nvidia's revenue, the CFO guided to 70% growth next year, and Jensen Huang told analysts AGI has…

Nvidia is buying Hugging Face for under $13 billion, giving some buyers a year to pay and backstopping the neoclouds it sells to, and Bloomberg says its…

Aug 29 • The Scuttlebutt

Ed Zitron: Why Nvidia's next year rests on its customers raising debt, what Anthropic's $30 trillion market claim is really for, and why…

The disclosure he would force on Nvidia, the Australian neoclouds that only exist because Nvidia invested, payment terms stretched from 90 days to a…

Aug 29 • The Scuttlebutt

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