- NRx = New Reactionism

- Yarvinism = replacing democracy with “accountable dictatorship” (resembling corporate governance, with a hopefully benevolent dictator + a board)

- RAGE = Retire All Government Employees

Sounds like a Peter Thiel wet dream

The rest of it is self evident, but I’m not going to be the one to say it out loud.

Models are pretty much fungible at this point if you’re not trying to do any LoRAs or fine tunes.

This will cause an ecological disaster out of sight, out of mind. It’s a travesty.

At this point Gemini is as good as GPT4 (and anecdotally I think it's better at many coding assistance tasks, based on my experiments on the LMSys chatbot arena). Sora is getting a lot of press for text-to-video, but Google's Lumiere has already been out for a few weeks and produces pretty good results.

I have no doubt that OpenAI has been cooking things up. GPT-4 is an older model which others are only just catching up to now. They have an A+ team, a giant war chest, and a lot of momentum. But just because they have momentum does not mean that they have a moat.

I'd be willing to wager that the top-of-the-line foundational models are going to converge and become indistinguishable for almost all tasks. Even the open foundation models (e.g. Mixtral) are getting really good. Foundation models are not moats.

The players that have moats are Microsoft (with deep enterprise software & B2B expertise, allowing them to sell AI-powered software & ward off competition from upstarts) and Google (where their decade of investment into custom silicon allows them to train & run inference for cheaper than anyone else, by far).