While other frontier AI companies are even worse, Anthropic is still a lot more of an average frontier AI company that tries to win the race than a company whose whole reason for existing is actually to increase the chance the AI goes well.
Critics have blamed outsourcing for the company’s recent lapses: some twelve hundred suppliers design and manufacture parts for Boeing planes. “There were a number of issues that we had,” Larson said. “But we’re coming out of that. We can’t build airplanes fast enough.” He walked me over to a half-finished 777 that was about to have its wings attached. “I remember my very first fuselage join,” he said. “The mechanics drilled about eight hundred holes, then started inspecting the skin around them. I thought, This is going to take forever!” The wings have to be mated to the body with gaps of five- to ten-thousandths of an inch. Then they’re bolted on with just enough torque to flex and hold fast, even in the most severe turbulence. In Boeing’s stress tests, they can bend almost forty-five degrees and snap back, and withstand years of flexing without structural fatigue. “It’s not a piece of farm equipment,” Larson said. “It’s a life-support system. At thirty-five thousand feet, you can’t pull over.”
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c）产品迭代：博通 AVGO 已经收获了谷歌、Meta、Open AI 等客户订单，其中谷歌 TPU 是公司当前最为核心的产品，TPU 的表现将直接影响公司 AI 业务的增长表现。