wr2

3 ms·

1.
by wr2 6mo ago
This is completely false - GPUs are not consumables, they are factors of production. Models are technologies. Without the GPUs the technology is not accessible. You sound like someone who thinks they have a strong understanding of economics
2.
by wr2 6mo ago
Lol are people like you going to be enough to support the large revenues? Nope. A firm that see's rising operating expenses but no not enough increase in revenue will start to cut back on spending on LLMs and become very frugal (e.g. r
3.
by wr2 6mo ago
GPUs that have lives of..? Now compare that with the life a rail road. Amusing.
4.
by wr2 6mo ago
Imagine comparing something that has a useful life of 100+ years vs a thing that is worn out, much less durable, and needs replacing much more often and can become obselete from innovation within its own product category. Comical. China can
5.
by wr2 6mo ago
Also a good point - railroads for sure brought a lot more optimism. LLMs+Data centres on the other hand...
6.
by wr2 6mo ago
Lol a bit dramatic at the end. There will be a correction in stocks that were priced in for growth related to AI. But what I see is the two big costs for America: 1) Less money being invested into risky AI projects in general, in both publi
7.
by wr2 6mo ago
Also railways would always have alternative uses at that time - e.g. logistics in warfare. What other uses do GPU's have that are critical...? lol In addition to your points, this is why I always laugh when people do backward compariso