Anthropic IPO roadshow slide leak sparks Blackwell training speculation — and a block
teortaxesTex · x · 2026-11-14
teortaxesTex speculates that V4.1F is served off Blackwells, with roughly as many GB200s as Will Depue assumed made up the V4 training cluster, likely also used for RL; the 16K+ 950DTs would suffice for pretraining, but "if you have Blackwell, why mix?" After 20 hours without confirmation, the account found it had been blocked by @willdepue. Context: Jacob Coxon said a slide from Anthropic's IPO roadshow — showing pretraining compute efficiency over time — was a big factor in his decision to leave, calling it "an insane plot" he's surprised they made public; Depue reacted with "holy fuck what a release." All unverified speculation plus AI-circle drama.
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