Will DormannMay 10

Remember the early days of Uber and Lyft, when rides were dirt cheap because the companies were operating at a loss in order to capture the minds/wallets of the masses?

The rug pull in the AI/LLM world when the companies adjust pricing to actually make a profit is going to be spectacular. Especially when you consider the numbers of people / orgs that are addicted to or dependent on such technology.

Show threadAaronMay 10
@wdormann while I am critical about LLMs (but also use them) and it is clear that companies are currently trying to capture/create the market through losses, there is another scenario where LLM training/inference gets much cheaper through technological advances. But I am not sure of how probable this is.
Show threadJohn Abbe (aka Slow)
@aaronkurz @wdormann Already happening. That's why Apple is suddenly out of Mac Minis and Mac Studios. Forward-thinking PC developers will be ready to pivot to that market when the current server boom busts. (You can be sure Apple is ramping up supply chains for relevant hardware in a massive way right now.)
May 10 at 5:36pmWeb