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LLMs for coding is too small of a benefit to justify this investment, the bubble is indeed going to burst. Genie is already on its way back into the bottle.
by iwontberude 3mo ago
LLMs for coding is too small of a benefit to justify this investment, the bubble is indeed going to burst. Genie is already on its way back into the bottle.
- kennywinker 3mo agoI agree it’s too small a benefit to justify the investment, and I agree the bubble will pop. I just don’t think that means hardware prices become sane again for quite a while. I think if you half the price of a server GPU because demand from the big ai companies drops out, we’ll still have a shortage - it’ll just being going into commodity data centers to run open weight models.