It is clear as day to me that AI compute is a commodity.
Open models are basically equal to the proprietary models now and while running these models locally is still too expensive to be reasonable, this won’t be the case forever.
There IS a market for what the two big US AI firms are doing, but it is quite limited.
Sophisticated businesses will want to keep all of their work-product inside of their networks, just for security reasons, even if they don’t care about runaway compute costs.
It is clear as day to me that AI compute is a commodity.
Open models are basically equal to the proprietary models now and while running these models locally is still too expensive to be reasonable, this won’t be the case forever.
There IS a market for what the two big US AI firms are doing, but it is quite limited.
Sophisticated businesses will want to keep all of their work-product inside of their networks, just for security reasons, even if they don’t care about runaway compute costs.