4 ms·
There is zero evidence of this shift in pricing occurring. It’s still a dream which seems unlikely
by enos_feedler 4mo ago
There is zero evidence of this shift in pricing occurring. It’s still a dream which seems unlikely
- dylan604 4mo agoIt feels like this is the line people are using to justify the expense of compute capex
- otterley 4mo agoThe fact that you can sell or lease out something for more than you bought it for is justification in and of itself.
- adgjlsfhk1 4mo agoNot necessarily. The GPU leases Spacex has made are month to month, so they are taking on all of the risk. If demand goes down, they're the ones stuck with the assets.
- otterley 4mo agoThat's a very big "if," which this what thread has been about.
- BoorishBears 4mo agoI run a consumer AI product and the current reality of trying to get compute vs what it was 6-12 months ago is enough to justify it to anyone who has the money. I think OpenClaw created a mania that was completely unfounded (Apple Silicon is worth dirt compared to literally anything from NVIDIA including consumer GPUs), but the prediction of compute becoming scarce was correct
- BoorishBears 4mo agoNews to me? Opus 4.7 has all the signs of a smaller model distilled from a newer pretraining run... except a smaller price. Flash 3.5 raised in price pretty meaningfully over Flash 3 GPT 5.4 got a small price bump over gpt-5.3-Codex/gpt-5.2, then gpt-5.5 doubled pricing over gpt-5.4 Even open weights isn't immune: Kimi K2.6 was originally priced higher despite openly being 2.5 + more post-training, same with GLM 5.1 vs 5 - All while rental prices are spiking month over month, and NVIDIA Inception discounted prices for buying are higher than undiscounted prices for buying 6 months ago...
- koolala 4mo agoDream? It is a nightmare that computers aren't getting significantly more efficient anymore.