Bob McGrew (Head of Research OpenAI) explains why proprietary data no longer provides companies with a competitive advantage in the AI era. Finance companies once believed their years of accumulated data would give them an edge. They planned to train specialized models on top of GPT or Llama using their exclusive inform... See more

IMHO, Anthropic and OpenAI are playing a losing game trying to continue scaling compute by hemorrhaging equity capital losses (massively underwater CAC) as their core competitive strategy. Let me unpack this view: Hyperscalers (specifically MSFT, META and GOOG) have orders of magnitude more resources (talent), users (bi... See more