🚨New OpenAI financials!
OAI expects $115B in cash burn b/w 2025-2029. Compute & data-center costs are biggest cost drivers
$200B in revenue in 2030, up from $174B projection. Big boost from ChatGPT + new products
Won't be profitable till 2030, a yr later than expected (🧵)
There’s more than one kind of “non-rival” and “non-excludable”--we should really teach goods as Rival/Neutral/Complementary and Excludable/Voluntary/Involuntary! Read the short description in my latest Substack post:
open.substack.com/pub/andresdelo…
For this week's Model Behavior, I dove into the small but growing field called model welfare. I sat down with @RosieCampbell and @rgblong to chat about the moral status of AI models, how they're testing machine consciousness, and what it all means.
Not applying to grad school for algorithmic game theory in 2022 because it didn’t seem relevant to how AI was developing is looking like a pretty L move on my part
Talked about “AI jobs” on TITV this morning - prompt engineer, data labeler, and now robot teleoperator
For now, humans have a comparative advantage in dexterous manipulation and good judgement about the physical world
Talked about “AI jobs” on TITV this morning - prompt engineer, data labeler, and now robot teleoperator
For now, humans have a comparative advantage in dexterous manipulation and good judgement about the physical world
The speculated B30A would be a really good chip. “50% off” is false reassurance.
-½ B300 performance, ½ price = same value (just buy 2x)
-Well above (12x!) export control thresholds
-Outperforms all Chinese chips
-Delivers 12.6x the training perf of the H20
-Better than H100
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4K Followers 1K FollowingPassionate about Embodied Intelligence. Partner at @CalibrateVC, Adjunct Professor of CS at @Stanford, technical advisor and ex-head of ML at @ToyotaResearch
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