4 ms·
This feels like telecom "massive demand, bad returns". If a good enough model can be swapped in every few months, the value moves away from the model and towar
by guluarte 3mo ago
This feels like telecom "massive demand, bad returns".
If a good enough model can be swapped in every few months, the value moves away from the model and toward cheap inference. That is great for users, but not always great for returns on huge capex.
- interestpiqued 3mo agoThe only mag 7 that had a shooter chance with models is Google rn so doesn’t seem like there being good enough models will be that negative for mag 7. Might even be better since they are the providers for the inference