I think there is still a good business to be made taking the AI stuff we have right now and making it highly performant. Stable diffusion models are awesome an

I think there is still a good business to be made taking the AI stuff we have right now and making it highly performant. Stable diffusion models are awesome and super useful. I don't necessarily mean the simplistic text->image stuff (though it's clearly useful)-- but denoising, in painting, animation from stills, 3d from stills.... style changes, etc. LLMs are at least somewhat useful. We can radically improve image and video compression with performant enough AI. Plenty of other applications of AI right now are already useful or would be useful if inference were made more efficient or more local (thus private). No more data needed. You don't need some grand vision of an AI future to get a total addressable market for high performance AI that is in the same ballpark as high performance GPUs for non-AI usage.