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In the case of dark fiber the hardware was fine, wavelength division multiplexing was created which increased capacity by 100x in some cases crashing demand for
by almost_usual 2y ago
In the case of dark fiber the hardware was fine, wavelength division multiplexing was created which increased capacity by 100x in some cases crashing demand for new fiber.
I think OP is suggesting AI algorithms and training methods will be improve resulting in enormous performance gains with existing hardware causing a similar surplus of infrastructure and crash in demand.
- llamaimperative 2y agoHow much of current venture spending is going into reusable R&D that can be moved forward in time the way that physical infrastructure in their examples were able to be used in the future?
- Eisenstein 2y agoConsidering that models have been getting more powerful for the same number of parameters -- all of it.
- llamaimperative 2y agoThat... is not relevant. The question is what percentage of R&D spend gets "encoded" into something that can survive the dissolution of its holding company and how much does a transfer to a new owner depreciate it. I'd be shocked if more than like 20% of the VC money going into it would come out the other side during such an event.