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Becuase the AI cycle is still in the hype phase, and VCs and private capital is getting in right now before unloading onto retail investors to hold the bags. A
by pie420 3y ago
Becuase the AI cycle is still in the hype phase, and VCs and private capital is getting in right now before unloading onto retail investors to hold the bags.
And also, like every major tech invention in the past 40 years (smartphones, search, operating systems, social media, e-commerce), AI will quickly be dominated by a single corporation that will hold 80%+ of the market share. Nvidia on the hardware side and Microsoft/ClosedAI on the software side.
- latchkey 3y ago> Becuase the AI cycle is still in the hype phase, and VCs and private capital is getting in right now before unloading onto retail investors to hold the bags. I don't think so. Had this been the early SPAC days, we would have seen a lot of AI companies try that route right away. SEC has since cracked down on SPACs making them a lot harder to do. So, I don't think we are going to see the same runup of companies trying to go public that we did 25 years ago since there isn't as easy of an avenue to do so now. As for the domination, I also don't believe that either. I don't think that there has been a single company that owns each of those categories that you list. There are many large players. MI300x is 1/3 the FLOPS/$ than H100's and offers more ram. The hardware AI companies will leapfrog each other on each new release, and the software ones will be extremely competitive with each other thanks to the ability to just rent the high end hardware to do their training/inference.