Obviously it helps that the content is good, but ultimately is very hard to predict what people will find interesting. There's also a big share of luck about how the people that are online at that time react to it.
I guess it's also a bit after that, because that'd make reserves full and they'll start depleting day-by-day. In any way we should see prices consistently increasing.
if they have the capital they can't risk but keep training, if someone comes up with a marginally better model than them then everyone will migrate and their business crashes down. Only big tech is in a position to take that risk.
I don't think token demand will shrink because we're still just learning how to use it, demand will skyrocket. The problem is what price we'll be willing to pay for it, specially if competition keeps soaring.
yeah good point, although it's just one of all the catalysers I mentioned. I fact I had written most of the post already before I saw the news about RAM.
RAM prices haven't crashed yet and it'll take time because it has to propagate within the supply chain. Micron is -20% from the top already https://www.investing.com/equities/micron-tech
Stock price is the best forward indicator I can think of
> The problem with these kind of posts is that "How" is almost useless, I can tell you how the bubble pops: The value of these AI companies crash and take out a lots of other stuff with it.
That's like saying "I know exactly how you're going to die, your heart will stop"