To train a GPT class 1T model from scratch - including failed runs, data acq clean rlhf, post-training, team/people will likely req $250M of compute on an aggressive 3-4mo schedule (i.e. more reserved GPUs), $500-600M all-in IF you do a dense one. MoE fp8 will cut costs by 1/10th depending on how many active params you have. If you want SOTA however, the budgets go significantly higher on test-time compute, post-training RL, and data/synthetic generations..and v. high on talent. Maybe $2-4B all-in. After that comes serving the model. The talent is key to get to SOTA/beat it - and then you have to ensure this is useful enough to have inference vol over time - for which the capital will come if there is usage / TAM. So this is not as much about raising $50-60B, or raising it all at once as the OP says - we are investors in mistral, sarvam, reflection and anthropic - and they all scaled capital over time as models got adoption, but the early bottleneck is more on talent GPUs at that scale where you can do interesting things.

Introducing Agent Arena. An AI agent hackathon. 6 hours. $10,000 in prizes. Apply below

Introducing Agent Arena. An AI agent hackathon. 6 hours. $10,000 in prizes. Apply below

Watch me control my computer with just my voice. This is the future of operating systems. No hands. GPT-Realtime 2.0 is very, very underrated. Demo:

Introducing Claude Opus 4.8: it builds on Opus 4.7 with sharper judgment, more honesty about its own progress, and the ability to work independently for longer than its predecessors. Available today at the same price.

Scrolling is on the decline More charts: a16z.news/p/charts-of-the-we…

you can outsource your thinking but you cannot outsource your understanding

Talking to smarter folks than me, I'm convinced many of the AI folks in my timeline are full of shit. Nobody is "running 20 agents over night" and building stuff for actual users. Maybe some are building internal tools or disposable software. Maybe. But building software people like using? That doesn't get hacked on day one or blow up after the 3rd user? Nope. I don't even understand what that's supposed to look like. Do you work out a 57 pages document that perfectly describes what you want to build and then summon 14 agents and have them run wild for 6 hours? And what comes out on the other end isn't a broken pile of shit? Nope. Not buying it. PS: it may also be that I have an IQ of 82 and can't figure it out.

Meet Kimi K2.6: Advancing Open-Source Coding 🔹Open-source SOTA on HLE w/ tools (54.0), SWE-Bench Pro (58.6), SWE-bench Multilingual (76.7), BrowseComp (83.2), Toolathlon (50.0), Charxiv w/ python(86.7), Math Vision w/ python (93.2) What's new: 🔹Long-horizon coding - 4,000 tool calls, over 12 hours of continuous execution, with generalization across languages (Rust, Go, Python) and tasks (frontend, devops, perf optimization). 🔹Motion-rich frontend - Videos in hero sections, WebGL shaders, GSAP Framer Motion, Three.js 3D. 🔹Agent Swarms, elevated - 300 parallel sub-agents × 4,000 steps per run (up from K2.5's 100 / 1,500). One prompt, 100 files. 🔹Proactive Agents - K2.6 model powers OpenClaw, Hermes Agent, etc for 24/7 autonomous ops. 🔹Claw Groups (research preview) - bring your own agents, command your friends', bots & humans in the loop. - K2.6 is now live on kimi.com in chat mode and agent mode. For production-grade coding, pair K2.6 with Kimi Code: kimi.com/code - 🔗 API: platform.moonshot.ai 🔗 Tech blog: kimi.com/blog/kimi-k2-6 🔗 Weights & code: huggingface.co/moonshotai/Ki…

We built our launch video in Claude Code using HyperFrames. Now it's yours. Open source, agent-native framework. HTML to MP4. $ npx skills add heygen-com/hyperframes RT Comment "HyperFrames" to get the full source code of this launch video (must follow)