Compute (and IP theft) is the raw materials being used by the AI companies to build their products (the models).
It doesn't make sense to compare OpenAIs or Anthropics compute spend to that of our average software company, because different products require different raw materials. Dropbox also use way more storage than Snapchat, that's an equally silly comparison.
It doesn't make sense to compare OpenAIs or Anthropics compute spend to that of our average software company, because different products require different raw materials. Dropbox also use way more storage than Snapchat, that's an equally silly comparison.