The risk hasn't been stated clearly - it's now a classic arms race.

A well-resourced organization trains their own, highly persistent, highly-capable, safeguard-free, and unaligned model and deploys it on 1000x GPUs with a message board and a nearly-impossible objective. No infrastructure is safe. No organization is safe.

You need your own 1000 bot swarm to scan, identify, and defend against the threat, which means investing in infrastructure and capabilities to defend. Cost and complexity go up. Risk and attack surface goes up.

“But here’s the twist: that search I described earlier was never sent to botd. All the history was in SQLite, so I pointed another agent at it and got the analysis anyway. The tool died; the data didn’t.”

If I had more time, I would have written a shorter letter…

For general inference there’s no ROI that makes this work vs subscriptions.

25k for computer now, plus 9-10% sales tax, plus operating cost, plus time and cost for R&D tinkering with models, harnesses, and infra (assuming highly capable engineering talent that can get paid for your human inference) vs a HEAVILY subsidized subscription at 200 per month with free R&D has a pretty long ROI (15 years?)

At API costs, it’s like 6 months if you’re heavy on inference. For training, specialized models will have their own ROI that makes this worthwhile. Then debate renting capacity and the platform to choose

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