Look at what the EU have done with Apple intelligence. Knowing the EU it wouldn't be long before Anthropic are on the wrong end of some regulation to force open model weights or some such madness.
Afaik, the EU hasn't done anything "with" or "to" Apple Intelligence. Apple just keeps shooting themselves in the foot intentionally and then blames the EU for it, writing paragraphs about how hurt they are while mentioning at the very end, in one sentence, that the same features are unavailable in China.
EU has forced Apple to use USB-C for everything earlier than they planned by a few years, and fined them for uncompetitive practices like the ones Epic Games shed light on in US courts.
Because the question they're asking isn't "What is the best way to solve this problem" the question they're asking is "Where can I shove my AI into this product".
It's already in the public domain (thanks to the OpenAI trial) that Grok distilled OpenAIs models. Listening to the data going into the models in the data centre would be very similar thing. There's some downsides (you're passively listening, not controlling the queries), and some upsides (way more data). But it only ever gets you to some percentage of the existing production model. It doesn't get you what Musk wants - an AI company capable of designing and deploying leading edge models. It gets you to fast follower status.
Seeing both OpenAI and SpaceX trying to yeet themselves into public markets as fast as possible I've got to wonder if the music is slowing. There's a neat rocket company with a satellite business in here somewhere, but it's massively over-shadowed by totally underwater social media site and a failed AI experiment, both of which have been bailed out. I think the best thing you can say is that atleast we aren't aware of any other massively unprofitable bad bets Musk has made that he's going to need to bail out soon.
In some ways this looks like Meta. Meta throws off a tonne of money with it's ad business, but you have to discount it because Zuck has control and an attitude that it's his toy. So you have to discount the ad revenue business because there's a good chance that Zuck just pisses it up the wall. The difference here is you've got a speculative idea that SpaceX might eventually become a massive revenue driver, but Musk is already pissing the money up the wall.
I get why this makes sense for Musk - get SpaceX public, use the stock to merge with Tesla, it gets all his companies under 1 roof and gives him enough voting rights to do whatever the hell he likes. It makes sense for SpaceX early shareholers - they need liquidity.
I do not know what sense it makes for any investor. The absolute best you can argue is it's going to be a meme stock.
I guarantee the reason that number is so high is so that SpaceX can offer to merge with Tesla and the end results will be Musk having over 50% control in the combined entity. He's been very clear that's what he's been attempting to do with via his compensation packages at Tesla and now he's found a different way of acheiving the same thing.
I don't think this is right. Anthropic's growth in the last 6 months went hockey stick in quite an unexpected way (eclipsing OpenAI), so they've done what is sensible - they've increased their compute spend. I don't know if what they're buying from SpaceX is good value, I think there's plenty of reasons to think they got a fine deal. X AI failed. Everyone left. So SpaceX is sitting with a bunch of empty server farms. Yes, Anthropic are desparate for compute, but SpaceX are desparate to IPO a company with double digit billion dollar revenue for $2T so I think there's good reason that this deal represents reasonable value.
The more I read about how big businesses operate the more I think it resembles the weather. There's no intelligence in there, it's just random fluctuations. FiveThirtyEight never made any sense at Disney and seems to have been passed around there more like a trinket than a decades work of dozens of people.
One of the most frustrating things about getting older — besides all the fun stuff that happens to your knees and hair — is the fact that younger generations just take what has been normal their whole lives and say “yes this is the normal state of affairs.”
We used to have laws and limits regarding media ownership. One company couldn’t own every radio station in most of America. Distributors couldn’t own studios. Etc.
Disney should never have been allowed to buy 538 in the first place. ABC, possibly…? But Disney shouldn't be allowed to own ABC!! (And if you’re left-leaning, you can’t pin this mess on the “corporation-friendly” Republican Party because it was Bill Clinton who put his signature on this mess!)
The state we’re in is not normal and it wasn’t necessary and we don’t have to just live with it if we don’t want to.
> (And if you’re left-leaning, you can’t pin this mess on the “corporation-friendly” Republican Party because it was Bill Clinton who put his signature on this mess!)
I would argue Clinton's presidency moved the Democrats from a center-left party to a center-right party, given its platform of welfare reform and free trade at the expense of labor rights and the social safety net.
Yeah, we've only had 3 dem presidents in 30 years and they all collectively moved the dial a certain way. That's an entire generational upbringing of leadership that's a dim shadow of what Carter, FDR, and the ghost of JFK managed to do for its people.
Neoliberal ideals are really good at keeping a machine running in the direction it's already going. And we arguably needed that with Biden for a short spell. It's never going to change the direction of the machine, though. And we're heading off a cliff
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