Random observation 1: I was running DeepSeek yesterday on my Linux with a RTX 4090 and I noticed that the models should fit into VRAM, which is 24GB. Or they are simply slow. So the Apple shared memory architecture has an advantage here. A 192GB Mx Ultra can load and process large models efficiently. Random observation 2: It's time to cancel the OpenAI subscription.
I canceled my OpenAI subscription last night, as did many many others. There were some threads in reddit with everyone chiming in they all just canceled too. imo OpenAI is done, and will go through massive cuts and probably acquired by the end of the year for a very tiny fraction of its current value.
Don’t get me wrong what DS did is great, but anyone thinking this reshape the fundamental trend of scaling laws and make compute irrelevant is dead wrong. I’m sure OpenAI doesn’t really enjoy the PR right now, but guess what OpenAI/Google/Meta/Anthropic can do if you give them a recipe for 11x more efficient training ? They can scale it to their 100k GPUs clusters and still blow everything. This will be textbook Jevons paradox.
Compute is still king and OpenAI has worked on their training platform longer than anyone.
Of course as soon as the next best model is released, we can train on its output and catch up at a fraction of the cost, and thus the infinite bunny hopping will continue.
But OpenAI is very much alive.