That said, there's nothing like the real thing.
The risk is something like the railroad bubble and the dotcom. Over-investement, circular revenue and a timeline that doesn't work.
Or, maybe it'll work out.
And further down the line in chips, which is why Elon is building a fab now.
There are plenty of capable models on HuggingFace, yet I have no way of running them.
If the average user gets convinced they could run LLMs for cheap at home, you cannot trap users in your walled garden anymore.
Also businesses is were the money at, not regular consumers (especially tech-savvy folk who run models locally).
I was saying this for years about Tesla’s FSD - they finally had to give in and drop the price to stay competitive.
spacex is engineering masterpiece with how they revolutionize the space industry.
At least he says he's doing that. It doesn't really make sense since you're not going to achieve an advanced node from a standing start in a practical time frame and cost.
Sounds like more Musk flavored vapor.
They already announced a partnership with Intel.
There is no objective evidence of anything you’ve said. It isn’t even clear if AI has contributed positively to global economic growth. It reminds me a lot of the late 90s and the dot-com mania. Slapping a domain on a commercial would make your stock go up even if there was no substance to any of it.
The real shame is this mania drowns out serious, practical use cases because when the bubble collapses, the market will throw the baby out with the bathwater.