https://youtu.be/2Q1UG9wYgc0?is=6ndF0M5KPe2Mmy6c
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China do not mind building/running Data Centers? You guys can ship all data cetners to them ;0);0);0);0);0) The more the merrier! :0):0):0):0):0):0):0):0)
@m5 Yeah, but the AI leaders will get a successful EXIT and 401k plans will be bag holders.
@ey so the bubble will burst?
The industries, including AI, which based on delivering dopamine hits will slow down when people are spent on the novelty. Dopamine does not care for efficiency. There's no retail consumer who is going to subscribe to cloud AI - it is not a consumer product.
Valuations will come down once people realize they do not have much use for AI by themselves, and banks and governments would not want to pay as much "rent".
What Meta and Apple have in common is they are both way behind in the AI game. Using open weighted model on desktops is not going to provide the same performance and could, in my opinion, use more energy because it will be distributed across a huge number of less efficient systems
My prediction is that these distributed AI instances won't replace the large cloud provider data centers but will add another layer of less efficient systems to the overall AI mix and make the environmental impacts even worse.