Baker agrees that Jensen is competing with OpenAI and predicts American open-weight models will approach the frontier.
“@dnapway Directionally accurate imo. I think we are going to see American open-weight models approach the frontier one way or another.”
Baker identifies four companies that matter at scale in long-term supply agreements for AI chips.
“Let's just think about the game theory of breaking an LTA. So there's four companies that matter at scale. There's Amazon with their tradiums.”
Baker says Apple, Google, and Facebook missed massive opportunity by not matching Zoom's UI and UX quality.
“And I can only imagine what it feels like to be at whether it's Apple with FaceTime, Google with Hangouts, Facebook with whatever their video chat is.”
post Baker agrees that Jensen is competing with OpenAI and predicts American open-weight models will approach the frontier.
https://x.com/GavinSBaker/status/2093696961211781337
https://x.com/GavinSBaker/status/2082169620497403970
post Baker agrees that his switch to Grok Bot happened surprisingly fast, responding to a user who replaced Claude
https://x.com/GavinSBaker/status/2092707777135129036