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I do worry that unless some of these LLMs actually find a revenue model soon, the self reinforcing bubble is going to pop broadly. GPUs, servers, datacenters,
by steveBK123 2y ago
I do worry that unless some of these LLMs actually find a revenue model soon, the self reinforcing bubble is going to pop broadly.
GPUs, servers, datacenters, fabs, power generation/transmission, copper/steel/concrete..
All to train models in an arms race because someone somewhere is going to figure out how to monetize and no one wants to miss the boat.
- ithkuil 2y agoIf the bubble pops, would that bring the price for at least part of that hardware down and thus enable a second round of players (who were locked out from the race now) to experiment a little bit more and perhaps find something that works better?
- steveBK123 2y agoMaybe? My outsider observation is that we have a decent number of players roughly tied at trying to produce a better model. OpenAI, Anthropic, Mistral, Stability AI, Google, Meta, xAI, A12, Amazon, IBM, Nvidia, Alibaba, Databricks, some universities, a few internal proprietary models (Bloomberg, etc) .. and a bunch of smaller/lesser players I am forgetting. To me, the actual challenge seems to be figuring out monetizing. Not sure the 15th, 20th, 30th LLM model from lesser capitalized players is going to be as impactful.