If they’ve securitized and sold their data center buildout, will the big clouds and AI labs actually face any severe impact? While the sums are huge, most of these companies have the cash on hand to pay down the debt. The big AI labs have said their models earn enough to cover the cost to train themselves, just not the next one. This means they could at any time walk away from the compute spend for training.
With the heavy securitization of all these deals, will the “bubble pop” just hurt the financial industry?
If a company like CoreWeaver sees their SPV for a Microsoft-specific data center go bankrupt, that means MSFT decided to walk away from the deal. Red flag for the industry, but also a sign of fiscal restraint. Someone else can swoop in and buy the DC for cheap, while MSFT avoids the Opex hit. Seems like the losers will be whoever bought that SPV debt, which probably isn’t a tech company.
In contrast, private investors have more discretion and fewer stakeholders to answer to.
Good luck with your search!
If this tool could parse drug patents and draw molecular structures with associated data, I know we would pay 200k/yr+ for that service, and there's a market for it.
In my own field, there's an incredibly important application to parse patents and scientific papers, but this would require specific image=>text models in order to get the required information out with high fidelity. Do you guys have plans to enable user supplied workflows where perhaps image patches can be sent to bespoke encoders, or finetunes?
Doesn't look very valid from my perspective, having used ChatGPT almost every day for more than a year.
"Meta has been doing this; when they auto-translate the audio of a video they are also adding an Al filter to make the mouth of who is speaking match the audio more closely. But doing this can also add a weird filter over all the face."
I don't know why you have to get into conspiracy theories about them applying different filters based on the video content, that would be such a weird micro optimization why would they bother with that