This seems like a reasonable take. I’m skeptical they have achieved what they claim. If they have I’d expect a serious bust in AI chips. If OpenAI can do 100 times as much with the chips they already have they aren’t buying a ton more anytime soon. That would make it the latest game changer technology to suffer a bust eg railroads, and fiber.
100% agree longer term cheaper AI means many more use cases. Its a simple fact that when something is 2 orders of magnitude cheaper you will find more use cases with an acceptable ROI.
This is awesome for humanity in the long run if true.
Great article! I still have doubts about the real cost of this AI - it’s hard to believe it was only $5mm. If that’s really the case, it’ll become a commodity and spread even faster…
This seems like a reasonable take. I’m skeptical they have achieved what they claim. If they have I’d expect a serious bust in AI chips. If OpenAI can do 100 times as much with the chips they already have they aren’t buying a ton more anytime soon. That would make it the latest game changer technology to suffer a bust eg railroads, and fiber.
100% agree longer term cheaper AI means many more use cases. Its a simple fact that when something is 2 orders of magnitude cheaper you will find more use cases with an acceptable ROI.
This is awesome for humanity in the long run if true.
Great article! I still have doubts about the real cost of this AI - it’s hard to believe it was only $5mm. If that’s really the case, it’ll become a commodity and spread even faster…
Those $5M exclude certain costs, and that's the cost of training but inference becomes a much larger cost when a model goes into production