The World Needs Open Source LLM Champions
Dario will either learn how to navigate the Federal Government, or he will be replaced as Anthropic CEO, or the Government will force a sale of Anthropic.
Bezos, Jassy & Amazon (AMZN) will be the preferred buyer over Google DeepMind (GOOGL). Google DeepMind has a shot at retaining Anthropic talent. Amazon does not, yet AMZN is tight with Trump.
Meanwhile, the world screams for an opensource answer to Anthropic’s anti-competitive regulatory capture strategy and to the Federal Government’s heavy hand.
Need someone to spearhead the effort? I’m your huckleberry. The problem is a 1GW datacenter costs $100 billion to build (as of last week, maybe a bit less today). 5GW = $500 billion. You see where this is going? AI becomes cost prohibitive very quickly.
Unless of course companies run local opensource models that are industry-specific. That is doable from a cost standpoint. Very doable. Like $10 million in OpEx per year to run at scale for an S&P 500 size company kind of “doable”. Find me if you need help setting up your AI model.
Regarding Anthropic and OpenAI, if the U.S. Taxpayer is going to kick in (we already are on electricity subsidization of the AI companies plus land), then the U.S. Taxpayer ought to get an equity stake or unfettered model access, unshackled from KYC, prompt storage, and other gates and privacy violations.