this is Dario and sama's worst nightmare -
A law firm buying Nvidia servers.
Latham & Watkins is building an in-house AI stack..
this is US’s second-largest law firm with $8.3 Billion in revenue last year
And now it has -
- Nvidia hardware it controls
- open-weight models it can fine tune
- proprietary legal data it is trusted to protect
- infrastructure only Latham employees can access
A law firm has decades of contracts, negotiations, client context, legal reasoning, and institutional knowledge.
They dont want to give all of that away to OpenAI or Anthropic in exchange for expensive tokens..
And on top of that - risk their data being used to train frontier models..
This will happen more and more now..
The big AI labs have no moat.. nothing protecting their largest customers from moving on..
The biggest companies in the world will -
- own the compute
- own the data
- own the workflow
- fine tune the model around their business
- switch providers when the pricing or quality changes
Dario and sama want to make this illegal by bringing in regulation.. and become the AI overlords..
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