More data (daily scans) can mean we get better at medicine, though, and more accurate. You're assuming "daily cancer scans" look just like they do today, rather than eg unobtrusive devices in our daily lives that measure changes over time.
The frequent "muh false positives" comment we hear from doctors appears to be a lack of imagination?
Probably not, right? Demand is already there. The factory is already incentivized, it’s just damaged and needed time to get back to full capacity. A contender isn’t just going to spring up because prices are temporarily high.
Even if you already had a factory that could easily be converted to this product, you’d have to factor in the switching cost, opportunity cost, shipping, marketing and regulatory stuff. This likely offsets the consumer’s willingness to pay extra during the shortage, and as soon as the original factory is back, they’re going to price you back out. They’re already operational, as per the article.
In the longer run, maybe, but if the factory is already working to rebuild then arguably that incentive is already met and it's more just the time it takes to get capacity back up, which is not as flexible with spending money on it as people would like.
Interested in the implied strategy - that training a bespoke model for what you need will make economic sense over using a mass-trained model. I wonder if that's true?
Same. Gutsy bet to make in the face of Fable / Mythos, but the multimodal quality is at least a promising technical/ product story to tell. Everyone knows throwing Opus at everything is wasteful and domain expertise should live in the weights eventually; the question is whether foundation model scaling will slow down enough soon enough for that to matter.
Or maybe this is just a warm-up / stopgap and Thinking Machines is betting on finding the next architectural breakthrough that lets it compete with the big foundation models?
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