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I really think giving it a year for the hardware market to come back to earth and spending a fraction of that for API access to the same models is a better use
by simplyluke 3mo ago
I really think giving it a year for the hardware market to come back to earth and spending a fraction of that for API access to the same models is a better use of the money.
- devin 3mo agoImplicit in your answer is the belief that they will come back to earth. I wonder how realistic that belief is.
- simplyluke 3mo agoWe have decades upon decades of hardware getting dramatically cheaper year over year for the same performance, and ~1 year of the inverse due to dramatic buildout for AI. It's a surprising example of the recency bias to me to assume anything other than the market returning to its historic norm, even if the AI buildout doesn't slow, producers will scale factories to meet that demand.
- devin 3mo agoI look forward to re-evaluating this statement in, what do you say, 12 months from now?
- simplyluke 3mo agoI’ll toss $10k in the s&p and you buy the rig and we’ll see who feels like they made a better call?
- devin 2mo ago10k in the S&P is by default a far better investment than some computer components. You could say the same thing like "you buy a car and I'll put my money in the S&P and we'll see who's happier in N months". We were speculating on the cost of components going forward, not on whether the S&P is better place to park 10k.