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Data is the only moat in the AI age. The problem for businesses is that the output of models can be used to train other models, so even a massive data moat wil
by CuriouslyC 3y ago
Data is the only moat in the AI age. The problem for businesses is that the output of models can be used to train other models, so even a massive data moat will eventually be eroded.
Eventually all B2C AI companies will be just slick interfaces over open models that are too large to run on commodity hardware. B2B AI is in a bit better shape, both because compiling niche business data sets can be expensive, and there won't be giant public data sets produced from their output.
- zirgs 3y agoCurrent VRAM prices are like that, because of Nvidias greed. I assembled one of my previous gaming PCs 10 years ago and installing 32 GB of RAM wasn't a problem back then. But you can't even buy a consumer GPU with 32 GB of VRAM. Data center cards are considerably more expensive. There's no technical reason to not have 100+GB consumer GPUs today.
- CuriouslyC 3y agoHistorically consumer cards have been driven by the needs of gamers, and data center cards have mostly been slightly retooled consumer cards. Since game graphic needs have plateaued to some degree and I expect as AI gets incorporated into more things we'll see consumer cards that have lower game performance but a lot of memory and good basic model performance.