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> A lot of people are emotionally unprepared for a world where the music doesn't stop. I've been wrong before. However, when was the last time this business mo
by raducu 4mo ago
> A lot of people are emotionally unprepared for a world where the music doesn't stop.
I've been wrong before. However, when was the last time this business model made sense -- that facebook, SpaceX and others, all just pivot from their market niche to general purpose AI datacenter providers.
How on Earth does this make sense?
What happens in a few years when DeepSeek runs on the chinese chips like the Huawei Ascend at a fraction of the cost ?
These are all very high value added companies going into comodity AI hosting and they're all going to make a killing?
- treis 4mo ago>What happens in a few years when DeepSeek runs on the chinese chips like the Huawei Ascend at a fraction of the cost ? Nvidia goes back to being a 100 billion dollar business and everyone else reaps the benefits of cheap tokens.
- doctorwho42 4mo agoSo Nvidia will lose 94.5% of their market cap, and you think that will not effect anything beyond AI?
- trollbridge 4mo agoThere's an assumption here that Nvidia will stop innovating.
- mlnj 4mo agoThe only assumption I am making is that NVIDIA and others dig thier claws into western governments and make decade long contracts for even greater surveillance. Trillions of dollars worth.
- treis 4mo agoNot any more than when one company beats out another.
- sethops1 4mo agoA few thousand recently minted millionaires might become former-millionaires if they decide to HODL. Construction at these Manhattan-sized data centers might slow or stop. The tech industry might go back to solving problems for real people. I'm not really seeing a substantial downside.
- johnsmith1840 4mo agoEnergy and datacenter scale. US is a near monopoly of this pairing. A crash will result in the removal of the fluff and ocerpricing of it all but the stance is beyond strong. Unless China outcompetes Nvidea AND TSMC AND magically gets 4x cheaper energy they are in a much weaker stance for the long haul.
- raducu 4mo ago> AND magically gets 4x cheaper energy they are in a much weaker stance for the long haul. By energy you mean electricity,the nuclear, solar and hydro-- the kind China has installed new 2TW capacity over the last decade while US installed 0.2TW capacity in the same time?
- johnsmith1840 4mo agoOil is king