It won't pay off if LLMs efficiency gets good enough to make those data centers obsolete. It's a huge gamble.
AI Companies Are Trying to Hide a Staggering Amount of Debt
21–30 of 407 posts
Re: AI Companies Are Trying to Hide a Staggering Amount of Debt
#22Earlier quoted context omitted.
The (any!) comparrison to photovoltaics is not acurate.Photovoltaics (PV) are primary energy producing infrastructure that produces its own fuel and is now verticly integrated into it's own supply chain, nothing other than life itself posseses this atribute. AI, is exceptionaly likely to work in exactly the opposite fashion and take its host out as it goes down.
When PVs got cheaper, more of them were sold.
Re: AI Companies Are Trying to Hide a Staggering Amount of Debt
#23Re: AI Companies Are Trying to Hide a Staggering Amount of Debt
#24bailout incoming
will make subprime crash seem like child's play
sure you won't be able to ever afford a home but we'll have tons of cheap super-hardware barely used
Re: AI Companies Are Trying to Hide a Staggering Amount of Debt
#25If they continue investing in compute, memory, memory bandwidth, network infrastructure, etc. it makes a relevant contribution of progress in all of these fields which I will leverage.
A small form factor PC with 100gb fast memory and being able to run something like sonnet or opus level LLM would be massive.
I have so many things i want to do and still sitting it out due to cost.
Re: AI Companies Are Trying to Hide a Staggering Amount of Debt
#26Re: AI Companies Are Trying to Hide a Staggering Amount of Debt
#27Re: AI Companies Are Trying to Hide a Staggering Amount of Debt
#28It won't pay off if LLMs efficiency gets good enough to make those data centers obsolete. It's a huge gamble.
Your real personal agent which knows you and helps you like "good morning elmer2, your calendar invite for dinner is today, you will need to leave at 18:18 if you want to use your normal public transport route per train. I put an alarm in your phone for you"
Agents to agents
Agentic teams.
Finetuned models for everything like Java/spanish coding model.
Very long term research like multiply hours or days or weeks and plenty of these in parallel.
Re: AI Companies Are Trying to Hide a Staggering Amount of Debt
#29And? Its not my debt. If they continue investing in compute, memory, memory bandwidth, network infrastructure, etc. it makes a relevant contribution of progress in all of these fields which I will leverage. A small form factor PC with 100gb fast memory and being able to run something like sonnet or opus level LLM would be massive. I have so many things i want to do and still sitting it out due to cost.
Re: AI Companies Are Trying to Hide a Staggering Amount of Debt
#30Why?
"Because it isn't; okay?!"
oh ok.