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I envision AI saturating every corner of life—yet its market is ultimately bounded by how much users will actually pay, weighed against the tangible value deliv
by Frannky 1y ago
I envision AI saturating every corner of life—yet its market is ultimately bounded by how much users will actually pay, weighed against the tangible value delivered. The rift arises from overoptimistic guesses about user spending, a chasm that only deepens as open-source models hit that critical "good enough" threshold, and AI data centers devolve into a cutthroat commodity arena, vying on price for off-the-shelf compute power accessible to all—particularly if agile rivals eclipse Nvidia through breakthroughs in efficient/smarter hardware.