Paul Kedrosky
Paul Kedrosky
@paul@paulkedrosky.com · Feb 24

Headlines:
- OpenAI raises revenue forecast alongside forecasting cash burn of $11b to 2030 (The Information)
- Inference chiip maker Cerebras filles confidentially for an IPO (The Information)
- Insurance is the lifeblood of priatate credit and thus, increasingly, of AI capex (FT)
- IBM share fall 12% on ANthropic tools for defunct COBOL (CNBC)
- ANtjropic accuses Chinese AI companies of launching concerted distillation attacks to clone models (Anthropic(