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Feb 13Liked by Andrey Kurenkov

Acknowledged. Thanks for the explicit "ignoring this - for now".

I'm loving the podcast.

Since I'm here anyway: I'm aware that there will be NDAs and conflict of interest to consider, but given Gladstone context I'd be _fascinated_ to hear next week what Jeremie thinks about yesterday's https://venturebeat.com/ai/protesters-gather-outside-openai-office-opposing-military-ai-and-agi/

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I actually hadn't seen that one yet, thanks for the pointer!

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"We know GPT -5 has been trained already."

Where is that coming from?? I have not seen confirmation of this, and this just seems remarkably confident... Source?

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That's a good catch - I think Jeremie misspoke, it's generally known OpenAI has been working on GPT-5 (e.g. https://decrypt.co/206044/gpt-5-openai-development-roadmap-gpt-4), but to my knowledge there is no confirmation of it having been finished.

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I was surprised to hear no mention this week of https://www.wsj.com/tech/ai/sam-altman-seeks-trillions-of-dollars-to-reshape-business-of-chips-and-ai-89ab3db0

I know we're currently working from a story from a single news outlet, and seeking a 7% global GDP scale investment almost strains credulity. But given your hardware understanding, I was hoping for some first thoughts, or at least an explicit "we will cover this when we know more."

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Fair point!

I try to focus more on concrete events rather than predictions/speculation, and this one came off as too vague to be worth mentioning, since the headline is just based on "The project could require raising as much as $5 trillion to $7 trillion, one of the people said". Plus, we've covered Altman's efforts on this front before, so this would not have added a lot to that. Still, we'll likely touch on it again soon enough.

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