Earlier quoted context omitted.
So you're assuming there's a world where these companies exist solely by providing inference? The first obvious limitation of this would be that all models would be frozen in time. These companies are operating at an insane loss and a major part of that loss is required to continue existing. It's not realistic to imagine that there is an "inference" only future for these large AI companies. And again, there are many…
> So you're assuming there's a world where these companies exist solely by providing inference? Yes, obviously? There is no world where the models and hardware just vanish.
Okay, this tells me you really don't understand model serving or any of the details of infrastructure. The hardware is incredibly ephemeral. Your home GPU might last a few years (and I'm starting to doubt that you've even trained a model at home), but these GPUs have incredibly short lifespans under load for production use.
Even if you're not working on the back end of these models, you should be well aware that one of the biggest concerns about all this investment is how limited the lifetime of GPUs is. It's not just about being "outdated" by superior technology, GPUs are relatively fragile hardware and don't last too long under constant load.
As far as models go, I have a hard time imagining a world in 2030 where the model replies "sorry, my cutoff date was 2026" and people have no problem with this.
Also, you still didn't address my point that startups doing inference only model serving are burning cash. Production inference is not the same as running inference locally where you can wait a few minutes for the result. I'm starting to wonder if you've ever even deployed a model of any size to production.