Re:Anthropic IPO
by noir_lord on Thursday November 12, 2026 @08:04AM
(#50466529)
> Access to compute could be the differentiator.
Already is the differentiator even with the models we have now.
For all that the local models have improved (and Qwen 3.8 27b is still impressing me) they aren't what you can run if you have an entire data center stuffed with H200's.
All this does is further widen the divide we already know exists by those with access to resources using them to increase their access to resources and those without getting to watch because there isn't much they can do without resources.
Already is the differentiator even with the models we have now.
For all that the local models have improved (and Qwen 3.8 27b is still impressing me) they aren't what you can run if you have an entire data center stuffed with H200's.
All this does is further widen the divide we already know exists by those with access to resources using them to increase their access to resources and those without getting to watch because there isn't much they can do without resources.