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Replying to @Mrs. Onassis it’s tough to assign probabilities here but there’s also an argument that as model capabilities become more energy intensive that that forms a moat between labs and open source. Admittedly I think one way or another we’re on a bubble but sometimes bubbles just don’t burst which with AI is a very interesting game theory to play out #venturecapital #siliconvalley #openai #anthropic #artificialintelligence