If you are sitting on 1 billions $ of GPU capex, what's $50 million in energy/training cost for another incremental run that may beat the leaderboard?
Over the last few years the market has placed its bets that this stuff will make gobs of money somehow. We're all not sure how. They're probably thinking -- it's likely that whoever has a few % is going to sweep and take most of this hypothetical value. What's another few million, especially if you already have the GPUs?
I think you're right -- we are towards the right end of the sigmoid. And with no "killer app" in sight. It is great for all of us that they have created all this value, because I don't think anyone will be able to capture it. They certainly haven't yet.
If you are sitting on 1 billions $ of GPU capex, what's $50 million in energy/training cost for another incremental run that may beat the leaderboard?
Over the last few years the market has placed its bets that this stuff will make gobs of money somehow. We're all not sure how. They're probably thinking -- it's likely that whoever has a few % is going to sweep and take most of this hypothetical value. What's another few million, especially if you already have the GPUs?
I think you're right -- we are towards the right end of the sigmoid. And with no "killer app" in sight. It is great for all of us that they have created all this value, because I don't think anyone will be able to capture it. They certainly haven't yet.