No way you throw away Blackwell GPUs after just 3 years. Google runs 8 year old TPUs still at 100% utilization. Why would you depreciate them in just 3 years?
Consolidations like this were bound to happen. In the mid 2010s we had a good thing, only one streaming platform with pretty much every movie and tv show. Then every studio got greedy and spawned their own platform, forcing netflix to produce their own shows.
Now you have 20 tv networks all with their own subscription and all losing money.
But practically speaking, is Meta going to be generating text or video content itself? Are they going to offer some kind of creator tools so you can use it to create video as a user and they need the compute for that? Do they even have a video generation model?
The future is here folks, join us as we build this giant slop machine in order to sell new socks to boomers.
How do LLMs help with clicks and attention minutes? Why do they spend $100+B a year in AI capex, more than Google and Microsoft that actually rent AI compute to clients? What are they going to do with all that compute? It’s all so confusing
Oxy actually means sharp or acidic in greek. Oxygen was wrongly named like that (acid former) because it was thought to be the element to give acids their sourness but later many acids without oxygen were discovered. The key turned out to be hydrogen not oxygen
The practice as well as the percentage is industry standard by now but i have never heard of anyone complaining about the Meta tax or the Sony tax. It’s always the Apple tax which is a bit weird.