“You don't need to be the highest performing, most expensive model in the market to be able to be successful,
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“And that’s not going to mean that if you raise a lot of money, you definitely will win. That’s never been the case and that’s still not the case. But it does matter for you, it matters for who is seen to be seriously in the mix, who is perceived to be relevant. And in this cycle, just like in most cycles, virtually all contenders who are either successful or are seen as successful show support through early fundraising.
“I don't think running ... as a generational change candidate and basically saying, 'I'm young, but I want more of the status quo,' is not a winning message, obviously.
“the company still feels behind the frontier labs in model performance and development.
“Among those who run, rich candidates are also more likely to win.
“You don’t need a QA team to ship quality software solo.
“Builders and financiers aren’t going to start multi-year projects that might become unprofitable on Mamdani’s next whim.
“The process didnt match the public sales pitch