I don’t understand what their long-term plan is here. Even if AI isn’t a bubble eventually all of the AI companies are going to get to a point where they don’t need more compute because they’re working on algorithmic optimisations because they decide that that’s cheaper.
Then they’re going to have to pivot back to the consumer market. Except by that point it won’t even be a consumer market because China will have eaten their lunch.
I don’t understand what their long-term plan is here. Even if AI isn’t a bubble eventually all of the AI companies are going to get to a point where they don’t need more compute because they’re working on algorithmic optimisations because they decide that that’s cheaper.
Then they’re going to have to pivot back to the consumer market. Except by that point it won’t even be a consumer market because China will have eaten their lunch.
I read a great article recently that tries to analyze what exactly went down and for what reasons. And most importantly, the effects it’s going to have on different hardware prices: https://www.mooreslawisdead.com/post/sam-altman-s-dirty-dram-deal
Yeah that’s widely considered to be the article about it tbh
How dare you suggest that there is a future beyond next quarter!