Because a coverup would be worse. The labs have been talking about AI safety and transparency for years, so if they start to cover up problems it's asking for (unpredictable) regulation.
It's an accident and the victim decided not to press charges. That's it. Every day there are crimes that aren't prosecuted because they just aren't worth it.
The specific predictions here are (1) SpaceXAI will borrow ~$250B to build at least 5 GW of GPU capacity in 2027 and then (2) OpenAI/Anthropic/others will pay SpaceXAI ~$300B/year to rent those GPUs. This money would have to come either from customer revenue (assuming something like $1T of token revenue in 2027) or investors. These are very large amounts of money. If you extrapolate current exponential growth trends, $1T is possible. But any number of events could pop the bubble in the next 18 months. The biggest risk AFAIK is simply investors running out of capital to invest. Another risk is that token prices collapse due to competition.
Yeah, the dream is to have a "reasoning kernel" that you can plug specific knowledge and skills into ("I know kung fu"). I'm not aware of any progress on the dream though. Plenty of people are making LoRAs for general-purpose open models and there are companies like Thinking Machines that will help you. I'm not sure how you'd choose which base model to start with. I'm also not sure how to draw the boundary between LoRA and RAG.
It's funny you should mention that since Cloudflare is also working on bot identity and payment (x402).
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