Your signal. Your price.
Jack Mallers criticizes Anthropic for reporting a 'cost-adjusted EBITDA' with gross margins over 80% while excluding major business costs like revenue sharing with Amazon and model training expenses.
Amazon has shut down its specialized San Francisco AGI lab and laid off staff to narrow its focus to custom fine-tuning services. Commentator Andrew Curran argues this restructuring signals Amazon is abandoning its home-grown Nova frontier model series.
Theo theorizes that a one-day delay in the GPT-6 Astra launch was caused by a dispute over cloud infrastructure agreements with AWS. The announcement notably omitted any mention of Azure despite the model's availability there.
Only 3 results for these filters — try broadening your search