I’m not for AI at all, but this needs to spread far and wide so we can kill these big AI companies already. Burst that bubble!
This seems like the way it’s going to go. For large companies there is no doubt that LLMs can be helpful. But running your own hardware has been proven over and over to be less costly in the long term. So I can’t imagine that subscription models like Claude and ChatGPT will be the final way it works.
Yeah it really only works for a company of that size when you can tip the scale into buying or renting enough to run the compute, but it makes sense. And I’m sure that Nvidia and others are probably sitting on a goldmine of compute optimization they’re not releasing because they want to milk the cow for as long as they can, or keep the compute savings to themselves
They are unsustainable, they always have been and likely will be until compute is a hundred times cheaper than it is now.
Which won’t happen until long after they’ve collapsed or been acquired
