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The Business of the AI Labs
I will soon be joining Anthropic, and so this is my last opportunity to write down some thoughts on the AI lab business model before I can be accused of spilling any inside information.
The question on the minds of investors is whether these pioneering labs will reap profits, or whether instead other parts of the AI ecosystem (hardware vendors, cloud platforms, or end-user companies) will capture the lion’s share of value. We see Anthropic, for example, making sure its models run on a variety of hardware: they use Google’s TPU v5e chips “at scale” for training Claude, and they also partner with Amazon to use AWS’s custom Trainium accelerators. A number of labs ( Anthropic, OpenAI, Manus) are working towards an AI agent that you would be able to onboard to your company’s intranet just like any remote employee, and which could then e.g. start to code its way through your JIRA backlog, come up with new product designs, coordinate with suppliers to negotiate costs, or prepare reports on business strategy.
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