3 ms·
I can't really see wide adoption of local LLMs unless prices really start to climb. It makes sense to use cheaper hosted smaller models like Sonnet or even Ki
by siliconc0w 4mo ago
I can't really see wide adoption of local LLMs unless prices really start to climb. It makes sense to use cheaper hosted smaller models like Sonnet or even Kimi but these won't run a Kimi-class model and that is really the floor for non-toy agentic tasks. Spending 5k to avoid a $20 subscription really only makes sense for niche security reasons.
- zzzoom 4mo agoI'd bet on the inverse: China scaling DRAM production until the price crashes, and the whole US stock market that is propped on top of that scarcity going down with it.
- maipen 4mo agoTarrifs.
- cthalupa 4mo agoPlenty of demand outside the US. Why would the hyperscalers not buy the chinese RAM for all of their datacenters across the world besides the US one? Rising supply from China will impact prices even in countries where there are tariffs.
- carefree-bob 4mo agoThe best Chinese RAM on the market is 50% larger and requires more power and thus emits more heat, as it is a 16nm feature size. If they can get to competitive sizes, then of course data centers will purchase it.
- mathgladiator 4mo agoI think we really haven't even seen how GenAI can influence new products and games. Have you consumed Dungeon Crawler Carl?
- satvikpendem 4mo agoWas it made with AI?
- mathgladiator 4mo agoNo, but AI is a central theme and also the key way to build such a dynamic experience.