Access To Capital Will Slow The Pace of Gen AI Progress
Reality is about to kick in for Gen AI founders such as Anthropic CEO Dario Amodei (video clip below) and OpenAI’s Sam Altman.
A $100 billion frontier model in 2026 or 2027? Capital will be a constraint, never mind AI scaling.
NVIDIA (NVDA) is a short. Microsoft (MSFT) is a short (search for our Microsoft Copilot articles). OpenAI at its $100 billion private company valuation is a theoretical short.