Jamin Ball characterizes AI companies’ choices about allocating compute among different model families and products as a new “compute innovator’s dilemma.”

“I think it's-- I think a lot of this boils down to like a new type of innovator's dilemma, you know, which I almost call like the compute innovator's dilemma. Like let's say you're OpenAI and you have Sora, you have many different model families, you have image models, you have everything.”

“Well, the reality is, is how do you choose what to serve? Maybe Sora demand explodes. Are you gonna allocate a lot of your Codex compute to Sora?”