> I wonder how long NVIDIA can justify its current market cap once people realize just how cheap it is to run inference on these models given that LLM performan

> I wonder how long NVIDIA can justify its current market cap once people realize just how cheap it is to run inference on these models given that LLM performance is plateauing next wave driving demand can be actual new products developed on LLMs. There are very few usecases currently well developed besides chatbots, but potential is very large.