It's very much looking like OpenAI will be bailed out, along with all the other Capex'ers. I say this because the trump admin (I feel partially at fault because I voted for him) has indicated they will be bailing out the entire ai stargate from intel and amd to amazon and anthropic. I know alot of everyday folks that absolutely hate - passionately HATE - anything and everything tech bro. Downvote all you want, that's the reality. They see Palantir et al as evil and demonic.
I wasted many hours this weekend chatting with ai, so I did my business in excel using https://udm14.com/ to find relevant pages "old school". AI slops out fast.
Really seems that this entire industry has been told it will get a MASSIVE bailout. And with Fink basically confirming so means, Hillary was right? Trump is a tyrannus dictator?
My 2 cents is in 3 years the inference products will be a commodity, extremely competitive with diminishing returns, seeing that the open weight models are getting so good and nearing par with sota.
I feel 90% of sota for 10% of cost / compute is good enough for 80% of workloads.
Question is, do we need all of this hardware? Are build outs going to get canceled. 4300 new data centers seems excessive. I personally haven't experienced any service disruptions...
Does Microsoft still have 1 million gpu's in storage? Is that what I heard earlier this year?
I remember playing around with Writesonic in my days of spammy seo tactics (some of my products weren't allowed on marketplaces & advertising platforms due to hazmat products so..). Often times I would see my own product descriptions nearly verbatim in the output.
100% creators should get compensated by ai platforms for their work.
Further, I can see a day where someone like Reddit will close off or license their data to llms. No doubt they are losing traffic right now.