It’s normal and right to have a healthy loathing of Elon. He does have the annoying habit of making good business bets though.
Model training is an investment with its own opex. The rest is accounting.
I think overall demand is growing … whether it will grow as fast as they hope/want, is a big Q. I think the average person/employee will only need a limited amount, and the demand will grow elsewhere. The world isn’t static, and your average household income is already peanuts compared to the capital sloshing about. I don’t like it, but I don’t see why the trend will stop. Hopefully there will be some serious societal change along the way, but I wouldn’t count on it. If there’s means to fuck over someone else to marginally improve one’s own position, there’s someone ready and waiting to do it. Invest in pitchforks, I say.
DC growth will continue worldwide (and eventually beyond) … but they are also getting increasingly efficient, along with the algorithms. We may reach an equilibrium of sorts for a while.
Chatbots are cheap… tokens burn with agents. If you have a problem that can be drastically sped up with agents, it is perhaps stupid to rely on lots of humans and time (from a business perspective). There will be a lot of fuckups along the way, which will be both amusing and sad. A few individuals and organizations will both nail it and be able to capitalize on it.
It’s normal and right to have a healthy loathing of Elon. He does have the annoying habit of making good business bets though.
Model training is an investment with its own opex. The rest is accounting.
I think overall demand is growing … whether it will grow as fast as they hope/want, is a big Q. I think the average person/employee will only need a limited amount, and the demand will grow elsewhere. The world isn’t static, and your average household income is already peanuts compared to the capital sloshing about. I don’t like it, but I don’t see why the trend will stop. Hopefully there will be some serious societal change along the way, but I wouldn’t count on it. If there’s means to fuck over someone else to marginally improve one’s own position, there’s someone ready and waiting to do it. Invest in pitchforks, I say.
DC growth will continue worldwide (and eventually beyond) … but they are also getting increasingly efficient, along with the algorithms. We may reach an equilibrium of sorts for a while.
Chatbots are cheap… tokens burn with agents. If you have a problem that can be drastically sped up with agents, it is perhaps stupid to rely on lots of humans and time (from a business perspective). There will be a lot of fuckups along the way, which will be both amusing and sad. A few individuals and organizations will both nail it and be able to capitalize on it.