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So many chart crimes, but aside from that. Seems like we're seeing margin get eaten up by companies upstream of the buildout, and the costs have not been fully
by gabriel-uribe 3mo ago
So many chart crimes, but aside from that.
Seems like we're seeing margin get eaten up by companies upstream of the buildout, and the costs have not been fully passed downstream yet. Eg most consumers still get free/cheap AI.
It'll take a few years to see what happens at scale when prices go up and purchasing behavior changes. Hardware, services etc all downstream of the buildout and supply constraints.
- neuralkoi 3mo agoThe biggest fear of AI companies: that open source models will scale in such a way that renders these data centers obsolete.